# Synergy Financial Partners, LLC

> Synergy Financial Partners, LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 305287
- Filed as: SYNERGY FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305287
- AdvisorCensus page: https://advisorcensus.com/firm/synergy-financial-partners-llc-denver-co-305287

## Quick answers

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

**What does Synergy Financial Partners, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Synergy Financial Partners, LLC located?**
Synergy Financial Partners, LLC's principal office is in Denver, CO, according to its Form ADV.

**Is Synergy Financial Partners, LLC registered with the SEC or a state?**
Synergy Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305287.

**How much does Synergy Financial Partners, LLC manage?**
Synergy Financial Partners, LLC reports $308,697,230 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Synergy Financial Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Synergy Financial Partners, LLC: Regulatory assets under management: $172,247,701 in the October 2021 data and $308,697,230 in the October 2026 data, up 79%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Synergy Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (428); high net worth individuals (83); corporations or other businesses not listed above (15).

**Which custodians does Synergy Financial Partners, LLC use?**
Synergy Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Synergy Financial Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305287

**What changed in Synergy Financial Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $280,009,351 to $308,697,230 (+10%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)

> Our annual fee for portfolio management services typically ranges from 0.50% to 1.25% of assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $308,697,230
- Discretionary: $308,697,230
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 428 | $136,335,056 |
| High net worth individuals | 83 | $155,145,025 |
| Corporations or other businesses not listed above | 15 | $17,217,149 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $172,247,701 | 5 | May 13, 2021 |
| October 2022 | $152,403,092 | 5 | March 15, 2022 |
| October 2023 | $148,883,548 | 5 | June 29, 2023 |
| October 2024 | $221,720,947 | 5 | March 26, 2024 |
| October 2025 | $280,009,351 | 5 | March 21, 2025 |
| October 2026 | $308,697,230 | 5 | March 27, 2026 |

Regulatory assets under management: $172,247,701 in the October 2021 data and $308,697,230 in the October 2026 data, up 79%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $280,009,351 to $308,697,230 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Synergy Financial Partners, LLC (CRD 305287): Form ADV filing data as of October 2026.