Synergy Wealth Management, LLC fees and pricing
Financial planner in Grand Rapids, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Synergy Wealth Management, LLC charges $250 an hour and a flat or project fee of $500-$10,000 for financial planning.
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.
- Hourly rate
- $250/hr
“The hourly fee is $250.”
- Flat or project fee
- $500-$10,000
“The fixed financial planning fee ranges from $500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Synergy Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable based upon the type of planning selected and the amount of research to be conducted.”
- “The fee is negotiable and is based upon the number of topics covered, the amount of time required to write the plan, and the areas of research involved.”
- “The client can pay for these services by check.”
How Synergy Wealth Management, LLC’s fees compare
- Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
- 3 of the 9 other planners in Grand Rapids that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the Michigan median of $3,250. 67% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 4 of the 9 other planners in Grand Rapids that publish a flat or project fee charge less.
About Synergy Wealth Management, LLC
“Advisor offers clients financial planning services to evaluate their financial situation, goals, and risk tolerance. Advisor may offer broad-based planning services, or the client may desire advice on certain planning components; the Advisor can tailor services as desired by the client.”
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Divorce
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 282
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $127,112,499
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174633
- Phone
- (616) 285-7818
Other planners in Grand Rapids that publish fees
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
- Blue Water Asset ManagementGrand Rapids$165-$275/hr, $500-$5,000
- Fiduciary Financial AdvisorsGrand Rapids$500/hr, $7,200-$50,000/yr
- Financial Advisory CorporationGrand Rapids$19,000/yr
- Hill Island Financial LLCGrand Rapids$1,500-$15,000, $375-$1,000/mo
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.