# Financial Synergistics Group, Inc.

> Financial Synergistics Group, Inc. is a state-registered investment advisory firm in Tustin, CA, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated February 23, 2026.

- CRD: 305267
- Filed as: FINANCIAL SYNERGISTICS GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tustin, CA
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305267
- AdvisorCensus page: https://advisorcensus.com/firm/financial-synergistics-group-inc-tustin-ca-305267

## Quick answers

**How is Financial Synergistics Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Synergistics Group, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Financial Synergistics Group, Inc. located?**
Financial Synergistics Group, Inc.'s principal office is in Tustin, CA, according to its Form ADV.

**Is Financial Synergistics Group, Inc. registered with the SEC or a state?**
Financial Synergistics Group, Inc. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305267.

**Does Financial Synergistics Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305267

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialsynergistics.com
- LinkedIn @financial-synergistics-group-inc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Synergistics Group, Inc. (CRD 305267): Form ADV filing data as of October 2026.