A complete list of active advisors currently associated with Financial Synergistics Group, Inc.
Warmer can help you find a great advisor at Financial Synergistics Group, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Financial Synergistics Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 39
| |
Dallas, TX
| 7
|
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