Financial Synergistics Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Synergistics Group primarily serves prospective investors and institutional prospects by introducing them to a third‑party asset manager (Private Management Group) and by offering standalone financial planning and insurance services. The firm’s referral activity targets individuals, endowments, businesses, and nonprofit organizations, and it does not open or maintain investment accounts for those it introduces.
Rather than providing discretionary investment management, the firm’s discussions focus on the asset manager’s investment philosophy and making introductions; formal investment advice and portfolio management are provided by the asset manager to whom investors are referred. Financial Synergistics Group also offers financial-planning engagements, insurance product sales, and an estate‑planning solution via a technology platform, and it discloses that it has no custody or discretionary authority over referred investors’ assets.
Compared with peers in the investment-manager category, the firm is notable for operating an affiliated insurance business and acting as an insurance broker/agent that sells annuities and life insurance—relationships the brochure discloses as potential conflicts of interest. It also departs from the common asset-manager fee model: the firm reports $0 assets under management and does not charge percentage‑of‑AUM advisory fees, instead receiving promoter revenue‑sharing from the asset manager and charging fixed and hourly fees for planning and related services.
Client services
Expertise
Fee options
Examples include: Life insurance policy review $500-$1,000; Retirement income strategies $2,500; Long-term care cost analysis $1,250; Estate planning review $5,000; Family planning advice initial plan $2,500; Annual/quarterly reviews $500; Business planning fees $2,500-$5,000; Corporate benefit consulting $1,500; Wealth.com setup fee $750; Wealth.com annual subscription $100
Commissions earned on insurance products based on standard commission schedule; not negotiable
Hourly consulting/advisory rate $500 per hour
Wealth.com annual subscription fee $100 (optional)
Minimum fee: Financial planning fees range from $5,000 to $20,000 (negotiable) Fee-only: Financial planning fees range from $5,000 to $20,000 (negotiable); hourly fee $500 per hour
Main office
180 E. Main Street, Suite 206
Tustin CA 92780, United States
Most active in
Arizona · California · Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ryland H
Series 65
Dallas, TX
Financial Synergistics Group, Inc.
Ryland Hudack is a financial advisor at Financial Synergistics Group, Inc. in Dallas, TX, holding a Series 65 designation with seven years of industry experience. He previously worked at Fisher Investments and currently operates MD Hudack Insurance Services, Inc. as an insurance agent. Financial Synergistics Group introduces investors to a third-party asset manager and provides financial planning and insurance services without managing assets directly. The firm serves individuals, endowments, businesses, and nonprofit organizations, offering referrals alongside insurance products and estate-planning solutions.
Matthew H
ChFC®, Series 63
Dallas, TX
Financial Synergistics Group, Inc.
Matthew Hudack is a ChFC® credentialed advisor with 39 years of industry experience, currently serving at Financial Synergistics Group, Inc. since 2019. His prior roles include long tenure at John Hancock from 1986 to 2017 and leadership positions at MD Hudack Insurance Services, Inc. and Private Management Group, Inc. He is also president and owner of insurance and consulting businesses. Financial Synergistics Group primarily facilitates introductions between prospective investors and a third-party asset manager while offering standalone financial planning and insurance services. The firm serves individual investors, endowments, businesses, and nonprofit organizations without maintaining investment accounts or providing discretionary portfolio management.
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