# Financial Synergy, Inc.

> Financial Synergy, Inc. is a state-registered investment advisory firm in Las Vegas, NV, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 5, 2025.

- CRD: 122622
- Filed as: FINANCIAL SYNERGY, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: November 5, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122622
- AdvisorCensus page: https://advisorcensus.com/firm/financial-synergy-inc-las-vegas-nv-122622

## Quick answers

**How is Financial Synergy, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Synergy, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Financial Synergy, Inc. located?**
Financial Synergy, Inc.'s principal office is in Las Vegas, NV, according to its Form ADV.

**Is Financial Synergy, Inc. registered with the SEC or a state?**
Financial Synergy, Inc. is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 122622.

**How much does Financial Synergy, Inc. manage?**
Financial Synergy, Inc. reports $6,600,000 in regulatory assets under management in its Form ADV filing dated November 5, 2025 (0% discretionary).

**What types of clients does Financial Synergy, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (3).

**Does Financial Synergy, 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/122622

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,600,000
- Discretionary: $0
- Non-discretionary: $6,600,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,800,000 |
| High net worth individuals | 3 | $3,800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialsynergy.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Synergy, Inc. (CRD 122622): Form ADV filing data as of October 2026.