Synchronous Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Synchronous Wealth Advisors serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and the recommendation or retention of third‑party advisers when appropriate. Its services focus on managing personalized portfolios for individuals rather than sponsoring wrap fee programs.
The firm applies fundamental analysis and a long‑term, risk‑based approach implemented through diversified allocations that can include mutual funds, ETFs, individual securities, fixed income, REITs and other instruments, and it typically acts with discretionary trading authority while allowing clients to impose reasonable restrictions. Adviser representatives monitor accounts on an ongoing basis and may engage independent third‑party advisers to manage portions of client portfolios.
Noteworthy aspects disclosed in the brochure include an affiliation with an independent registered investment adviser under common control (an arrangement the firm characterizes as separate from its own client solicitations) and a pricing model that relies on flat recurring fees rather than the more common percentage‑of‑assets fee. The firm’s recent amendments also note changes to its third‑party relationships and custody arrangements, including discontinuing a sub‑advisory relationship with 55ip and adding an additional custodian.
Client services
Expertise
Fee options
Flat fees charged quarterly for investment management and/or financial planning services (generally $1,000 to $4,000 per quarter); one-time financial planning fees range from $2,000 to $6,000.
Hourly financial planning fee generally ranges from $200 to $400 per hour.
Minimum fee: Recurring flat fee generally ranges from $1,000 to $4,000 per quarter; flat fee for one-time financial planning ranges from $2,000 to $6,000. Fee-only: Flat fee for investment management and/or financial planning services generally ranges from $1,000 to $4,000 per quarter; one-time financial planning fees range from $2,000 to $6,000.
Main office
See officeSolvang CA
Advisors at this office
2
Most active in
California · Florida · New York · 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 not active or affiliated with:
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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.
Advisors at this firm
John A
CFP®, Series 65, Series 63
Gainesville, FL
Synchronous Wealth Advisors LLC
John Abernethy is a CFP® professional with five years of industry experience, currently with Synchronous Wealth Advisors LLC. His prior roles include positions at Together Planning, Sycamore Financial Planning, and The Vanguard Group. Synchronous Wealth Advisors serves individual and high-net-worth clients by providing discretionary investment management and financial planning, focusing on personalized portfolios managed through a long-term, risk-based approach across diversified assets.
Shane S
CFA®, Series 63
Solvang, CA
Synchronous Wealth Advisors LLC
Shane Sideris is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Synchronous Wealth Advisors LLC. His prior roles include positions at Blackrock Investments, LLC and involvement with Nectarine, Inc. and the Personal Finance Club. Synchronous Wealth Advisors LLC provides discretionary investment management and financial planning primarily for high-net-worth individuals, managing approximately $164 million across about 40 client relationships. The firm employs fundamental analysis to build diversified, risk-based portfolios and utilizes both in-house management and selected third-party advisers.
Wonwoo C
Series 65
Solvang, CA
Synchronous Wealth Advisors LLC
Wonwoo Choi is a financial advisor at Synchronous Wealth Advisors LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Transamerica, Legal & General America, and Oliver Wyman. Synchronous Wealth Advisors LLC provides discretionary investment management and financial planning primarily for high-net-worth individuals, managing approximately $164 million across about 40 client relationships. The firm uses fundamental analysis to create diversified, risk-based portfolios and often incorporates independent third-party managers.
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