Financial Synergies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$10,000

“We charge a fixed fee ranging from $3,000.00 to $10,000.00 depending on complexity, which will be based on the discovery/analysis and scope of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Financial Synergies bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our fees are charged in one of two ways, as agreed in advance with the client: 1) an annual fee based on a percentage of assets under management, or 2) a performance-based fee.”
• “How Fees Are Billed Unless otherwise agreed, fees are generally directly deducted from the client’s custodial account, in advance, on a quarterly basis.”
• “The first fee will include both the normal quarterly fee paid in advance and a pro-rated fee adjusted for contributions and withdrawals for the first partial quarter.”

How Financial Synergies’ fees compare

• Its flat or project fee of $3,000-$10,000 spans the Texas median of $3,850. 71% of the 401 other Texas planners that publish a flat or project fee charge less.
• 35 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Financial Synergies

• Firm size: 21 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 1987 (39 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Minimum

$395 minimum fee (stated in brochure)

Clients

927

Employees

21

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$1,811,303,915

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

105643

Website

linkedin.com/company/financialsynergies (opens in new tab)

Phone

(713) 623-6600

Can advise clients in 27 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kansas, Louisiana, Michigan, Missouri, North Carolina, Nebraska, New Jersey, New Mexico, Nevada, New York, South Carolina, Tennessee, Texas, Virginia, Wyoming

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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