Synergy Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly rate used for this purpose is $300/hour.”

Flat or project fee

$2,500⁠-⁠$10,000

“The fixed fees range from $2,500 to $10,000.”

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

How Synergy Capital bills

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

• “Fees are billed quarterly, in advance, based on the market value of the account(s) on the last day of the prior quarter.”
• “At our discretion, you may pay the advisory fees by check.”
• “Fees are billed and payable at the time the financial plan is delivered to the Client.”

How Synergy Capital’s fees compare

• Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
• 8 of the 14 other planners in Fort Collins that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Colorado median of $5,250. 64% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 6 of the 11 other planners in Fort Collins that publish a flat or project fee charge less.

About Synergy Capital

• Firm size: 2 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

72

Employees

2

Works with

Individuals, high net worth individuals, and state and local governments

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$98,808,607

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

334117

Website

synergy-colorado.com (opens in new tab)

Phone

(970) 837-3088

Can advise clients in 2 states: Colorado, Nebraska

Other planners in Fort Collins that publish fees

• Acorn Creek Capital LLCFort Collins$100⁠-⁠$350/hr, $1,000⁠-⁠$50,000
• Balanced Wealth Partners LLCFort Collins$3,000⁠-⁠$10,000
• Better Pockets FinancialFort Collins$250/hr, $500⁠-⁠$15,000
• Capstone Pacific Investment StrategiesFort Collins$250/hr, $500⁠-⁠$6,000
• FpfocoFort Collins$3,000, $625/mo
• Fruitage Financial LLCFort Collins$300/hr, $500⁠-⁠$5,000/qtr

Compare all 23 planners in Fort Collins