Financial Synergies

Financial Synergies (CRD# 105643) is a financial advisory firm headquartered in Houston, TX. They manage $457,219,228 in 900 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    457
    MILLION
  • Total Number of Accounts
    900
    ACCOUNTS
  • Average Account Value
    $508,021
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, OH, TX

Financial Advisors at Financial Synergies
Showing 1 - 6 of 6 top financial advisors.
1
Michael F. Booker
CRD#: 1470662
4265 San Felipe, Suite 1450, Houston, TX 77027
96
Wealthminder
score

Michael Booker (CRD# 1470662) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 30 years of experience in the finance industry. Michael Booker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Heath V. Hightower
CRD#: 4711165
4265 San Felipe, Suite 1450, Houston, TX 77027
96
Wealthminder
score

Heath Hightower (CRD# 4711165) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 12 years of experience in the finance industry. Heath Hightower has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bryan D. Zschiesche
CRD#: 4861608
4265 San Felipe, Suite 1450, Houston, TX 77027
96
Wealthminder
score

Bryan Zschiesche (CRD# 4861608) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 11 years of experience in the finance industry. Bryan Zschiesche has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
William N. Goodson
CRD#: 6061953
4265 San Felipe, Suite 1450, Houston, TX 77027
93
Wealthminder
score

William Goodson (CRD# 6061953) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 4 years of experience in the finance industry. William Goodson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael A. Minter
CRD#: 4242438
4265 San Felipe, Suite 1450, Houston, TX 77027
90
Wealthminder
score

Michael Minter (CRD# 4242438) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry. Michael Minter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Barbara M. Villard
CRD#: 5768753
4265 San Felipe, Suite 1450, Houston, TX 77027
90
Wealthminder
score

Barbara Villard (CRD# 5768753) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry.

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