Synergos Advisory fees and pricing

Financial planner in Seattle, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 21, 2026, Synergos Advisory charges an annual fee of $3,000⁠-⁠$12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $3,000⁠-⁠$12,000/yr; “The annual fee for these services ranges from $3,000 to $12,000, depending on the selected service tier as outlined below.”

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

“An account may be terminated with written notice at least 30 calendar days in advance.”
“This annual fee is billed in monthly installments of $250 to $1000, paid in arrears at month end.”
“The fee may be negotiable in certain cases.”

Its annual fee of $3,000-$12,000 spans the Washington median of $7,000. 51% of the 37 other Washington planners that publish an annual fee charge less.
2 of the 8 other planners in Seattle that publish an annual fee charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Principal: David Uhlmann
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2019 (7 years).

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Clients: 10
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $3,942,219
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 304021
Website: synergosadvice.com (opens in new tab)
Phone: (206) 800-8056

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.