Synergy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Synergy Wealth Management serves individual and high‑net‑worth clients and also works with pension and profit‑sharing plans. The firm provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, and qualified plan consulting, including ERISA 3(21) and 3(38) fiduciary services and participant education.
Investment advice is delivered through proprietary portfolios built on academic research, Strategic Asset Allocation, and Modern Portfolio Theory, with primary use of no‑load mutual funds such as DFA and Vanguard. Portfolios are reviewed weekly by the advisory team and clients receive regular custodian reporting and typically meet with the firm on a semi‑annual basis.
The firm routinely offers seminars and educational workshops for clients and plan participants—often at low or no cost—which is relatively uncommon among similarly sized supported advisers. Synergy also converted to SEC registration in 2025 and combines institutional retirement plan fiduciary services with retail financial planning while maintaining a small advisory team.
Client services
Expertise
Fee options
Fixed financial planning fees range from $500 to $10,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
$250/hour for financial planning on isolated topics
Fee-only: Financial planning fixed fees $500 to $10,000; hourly fees $250/hour
Main office
660 Cascade W. Parkway SE, Suite 250
Grand Rapids MI 49546
Advisors at this office
3
Most active in
Michigan · 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.
Quick links
Advisors at this firm
Tyler K
Series 66
Grand Rapids, MI
Synergy Wealth Management, LLC
Tyler Kotlarz is a financial advisor at Synergy Wealth Management, LLC in Grand Rapids, MI, holding a Series 66 designation with 11 years of industry experience. He has been with Synergy Wealth Management since 2014. Outside of his advisory role, Kotlarz is involved in several business ventures including an auto body shop where he assists with front office operations, ownership of a storage facility company, and a partnership in a used car dealership. Synergy Wealth Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach is based on academic research and strategic asset allocation, primarily using no-load mutual funds and Modern Portfolio Theory, with ongoing portfolio monitoring and periodic rebalancing.
Ryan H
Series 66
Grand Rapids, MI
Synergy Wealth Management, LLC
Ryan Huyser is a financial advisor at Synergy Wealth Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Synergy since 2016, following seven years at Wells Fargo Advisors. Outside of his advisory role, he serves as an endowment committee member for the West Michigan Environmental Action Committee. Synergy Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and qualified plan consulting. The firm uses proprietary portfolios based on academic research and Strategic Asset Allocation, primarily employing no-load mutual funds, and provides regular portfolio reviews and client education seminars.
Fredrick I
Series 63, Series 65
Grand Rapids, MI
Synergy Wealth Management, LLC
Fredrick Iacovoni is a financial advisor at Synergy Wealth Management, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Synergy Wealth Management since 2015. Outside of his advisory role, he owns and operates Mitten State Guide Service, LLC, where he works as a fishing guide. Synergy Wealth Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement-plan consulting. The firm employs an investment approach based on academic research and strategic asset allocation, utilizing no-load mutual funds and managing portfolios through Modern Portfolio Theory with ongoing monitoring and periodic rebalancing.
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