Synergy Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“Fixed fees for financial planning will typically range from $500 - $10,000, depending on the scope and complexity of the work.”

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

How Synergy Wealth Management bills

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

• “Upon termination, all fees will be prorated to the date of termination and clients will be charged the final asset-based fee based on the number of days services were render during the previous quarter.”
• “The exact fixed fees for financial planning services offered by the firm will be determined in advance based on the agreement between the client and the firm and based on the information provided by the client at that time or the complexity of the plan.”
• “All fixed fees for services offered by the firm will be determined in advance based on the agreement between the client and the firm and based on the information provided by the client at that time.”

How Synergy Wealth Management’s fees compare

• Its flat or project fee of $500-$10,000 spans the Texas median of $3,850. 59% of the 401 other Texas planners that publish a flat or project fee charge less.
• 29 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Synergy Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

Clients

9

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$12,526,650

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336819

Website

synergywealth.us (opens in new tab)

Phone

(713) 861-4017

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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