HNW Synergy Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
HNW Synergy Advisors LLC advises affluent and institutional clients and pooled investment vehicles, providing customized financial planning, investment consultation, and assistance in placing assets with third‑party investment managers. The firm offers periodic complimentary educational seminar sessions covering topics such as retirement strategies, estate planning, and education funding.
Rather than internally managing client portfolios, HNW Synergy typically recommends and pre‑screens sub‑advisers, performing due diligence and ongoing compliance and performance reviews of those managers. Its investment analysis blends fundamental, technical, and cyclical approaches and uses both active and passive strategies, with portfolios that may include ETFs/ETNs, mutual funds, alternatives, and private equity when appropriate.
Distinctive elements include the firm’s focus on selecting and overseeing third‑party advisers instead of acting as a primary portfolio manager, and its provision of recurring educational workshops for clients and prospects. The firm was recently formed and reported no assets under management at the time of the brochure; direct client engagements are handled on a nondiscretionary basis while third‑party managers commonly assume discretionary trading authority.
Client services
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
Long-term care insurance
Retirement income strategy
Charitable giving & philanthropy
Fee options
$750,000 - $4,999,999: 2.00% (200 basis points) annually $5,000,000 - $9,999,999: 1.75% (175 basis points) annually $10,000,000 - $14,999,999: 1.50% (150 basis points) annually $15,000,000 - $24,999,999: 1.25% (125 basis points) annually $25,000,000 - $49,999,999: 1.00% (100 basis points) annually $50,000,000 - $74,999,999: 0.75% (75 basis points) annually $75,000,000+: 0.50% (50 basis points) annually
Account minimum: $750,000
Main office location
HNW Synergy Advisors, LLC
Delray Beach FL, United States
Number of offices
1
Most active in
HNW Synergy Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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