Financial Synergies

Financial Synergies (CRD# 105643) is a financial advisory firm headquartered in Houston, TX. They manage $894,971,212 in 1,808 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    895
    MILLION
  • Total Number of Accounts
    1,808
    ACCOUNTS
  • Average Account Value
    $495,006
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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.

CA, CO, FL, GA, LA, NY, TX

Financial Advisors at Financial Synergies
Showing 1 - 10 of 11 top financial advisors.
1
Michael F. Booker
CRD#: 1470662
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Michael Booker (CRD# 1470662) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 34 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
Skyler C. Denny
CRD#: 6737178
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Skyler Denny (CRD# 6737178) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry. Skyler Denny 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
William N. Goodson
CRD#: 6061953
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

William Goodson (CRD# 6061953) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 8 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.

4
Heath V. Hightower
CRD#: 4711165
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Heath Hightower (CRD# 4711165) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 16 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.

5
Michael A. Minter
CRD#: 4242438
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

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
Kevin A. Nelson
CRD#: 4819421
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Kevin Nelson (CRD# 4819421) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry. Kevin Nelson 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.

7
Zachary W. Robinson
CRD#: 6404583
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Zachary Robinson (CRD# 6404583) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 6 years of experience in the finance industry.

8
Barbara M. Villard
CRD#: 5768753
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Barbara Villard (CRD# 5768753) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 4 years of experience in the finance industry.

9
Bryan D. Zschiesche
CRD#: 4861608
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Bryan Zschiesche (CRD# 4861608) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 15 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.

10
Amber M. Loehr
CRD#: 7129594
4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Amber Loehr (CRD# 7129594) 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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