DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

FINANCIAL SYNERGIES

FINANCIAL SYNERGIES WEALTH ADVISORS, INC., CRD 105643

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce126cb3-621e-a18e-47c0-8ec4c2ec9eb3

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 30
Dated events: 5
On other graphs: 0
Observed: Mar 21, 2012 to Jun 24, 2026
58 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.8BItem 5.F on the latest filing (2026-06-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.8B
Private client RAUM: $1.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 17
RAUM per advisor: $107Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 21
Advisory employees: 16
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 928
Individual clients: 369
High net worth clients: 558
Custody, client assets: $358M
SEC number: 801-30106
CIK: 2017868
CRD: 105643
Filings on the tape: 58
First filed: Mar 21, 2012
Latest filed: Jun 24, 2026
Organised: Corporation, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL FRED BOOKER	Certified Financial Planner\|Chartered Financial Consultant	HOUSTON, TX	29	40	2	no
HEATH VERNON HIGHTOWER	Certified Financial Planner	HOUSTON, TX	22	23	1	no
BRYAN DAVID ZSCHIESCHE	Certified Financial Planner	HOUSTON, TX	21	22	n/a	no
MICHAEL ALAN MINTER	Certified Financial Planner	HOUSTON, TX	16	23	n/a	no
WILLIAM NEIL GOODSON	Certified Financial Planner	HOUSTON, TX \| Tyler, TX	11	14	1	no
BARBARA MARIE VILLARD	n/a	HOUSTON, TX	10	10	n/a	no
KEVIN ARTHUR NELSON	Certified Financial Planner	HOUSTON, TX	9	19	1	no
ZACHARY WILLIAM ROBINSON	n/a	HOUSTON, TX	6	16	3	no
Grant Michael Ball	n/a	HOUSTON, TX	5	12	n/a	no
Rachel Michele Buckhoff	Certified Financial Planner	HOUSTON, TX	4	14	n/a	no
Timothy Robert Garcia-Prats	n/a	HOUSTON, TX	4	10	n/a	no
Colton A Owen	Certified Financial Planner	HOUSTON, TX	3	13	n/a	no
Melody Laser	n/a	HOUSTON, TX	1	26	n/a	no
Kellie Lee Gamino	Certified Financial Planner	HOUSTON, TX	1	12	n/a	no
Megan Lee Cline	n/a	HOUSTON, TX	1	12	1	no
Set Carpintero	Certified Financial Planner	HOUSTON, TX	0	12	4	no
ARV VILUTIS	Chartered Financial Consultant	HOUSTON, TX	0	46	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOOKER, MICHAEL, FRED	PRESIDENT/SHAREHOLDER	D	yes	04/1997	Mar 21, 2012	Dec 19, 2024
VILLARD SCHMOYER, BARBARA, MARIE	CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS	Na	yes	01/2016	Feb 12, 2016	Dec 19, 2024
HIGHTOWER, HEATH, VERNON	FINANCIAL ADVISOR/SHAREHOLDER	B	no	06/2003	Aug 2, 2013	Dec 19, 2024
MINTER, MICHAEL, ALAN	PORTFOLIO MANAGER/SHAREHOLDER	B	no	02/2003	Mar 21, 2012	Dec 19, 2024
ZSCHIESCHE, BRYAN, DAVID	FINANCIAL ADVISOR/SHAREHOLDER	B	no	11/2013	Sep 8, 2014	Dec 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Tyler	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.8B	$1.8B	21	16	1	n/a	n/a
2024	Apr 21, 2025	$1.6B	$1.6B	18	15	1	n/a	n/a
2023	Mar 11, 2024	$1.3B	$1.3B	17	14	1	n/a	n/a
2022	Mar 21, 2023	$1.1B	$1.1B	17	15	1	n/a	n/a
2021	Feb 2, 2022	$1.1B	$1.1B	13	13	1	n/a	n/a
2020	Mar 10, 2021	$1.0B	$1.0B	13	9	1	n/a	n/a
2019	Mar 5, 2020	$895M	$895M	11	9	1	n/a	n/a
2018	Mar 20, 2019	$769M	$769M	10	9	0	n/a	n/a
2017	Mar 20, 2018	$696M	$687M	9	7	0	n/a	n/a
2016	Mar 23, 2017	$578M	$569M	8	7	n/a	n/a	n/a
2015	Feb 12, 2016	$457M	$450M	8	5	n/a	n/a	n/a
2014	Mar 11, 2015	$478M	$471M	8	5	n/a	n/a	n/a
2013	Feb 18, 2014	$442M	$442M	6	4	n/a	n/a	n/a
2012	Mar 20, 2013	$429M	$429M	6	4	n/a	n/a	n/a
2011	Mar 26, 2012	$394M	$394M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	3	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.8B	$1.6B	15.6%	$1.1B	18.4%	21	18	1	1

Relationships

Registered with (25)

← ARV VILUTISAdvisorregistration: current employment
Oct 29, 2025 to presentfactForm ADV
← Set CarpinteroAdvisorregistration: current employment
Oct 28, 2025 to presentfactForm ADV
← Megan Lee ClineAdvisorregistration: current employment
Sep 11, 2025 to presentfactForm ADV
← Kellie Lee GaminoAdvisorregistration: current employment
Aug 15, 2025 to presentfactForm ADV
← Melody LaserAdvisorregistration: current employment
May 9, 2025 to presentfactForm ADV
← Colton A OwenAdvisorregistration: current employment
Aug 21, 2023 to presentfactForm ADV
← Timothy Robert Garcia-PratsAdvisorregistration: current employment
Aug 15, 2022 to presentfactForm ADV
← Rachel Michele BuckhoffAdvisorregistration: current employment
Oct 28, 2021 to presentfactForm ADV
← Grant Michael BallAdvisorregistration: current employment
Apr 9, 2021 to presentfactForm ADV
← ZACHARY WILLIAM ROBINSONAdvisorregistration: current employment
Jul 28, 2020 to presentfactForm ADV
← KEVIN ARTHUR NELSONAdvisorregistration: current employment
Mar 30, 2017 to presentfactForm ADV
← BARBARA MARIE VILLARDAdvisorregistration: current employment
Jun 17, 2016 to presentfactForm ADV
← WILLIAM NEIL GOODSONAdvisorregistration: current employment
Jan 21, 2015 to presentfactForm ADV
← MICHAEL ALAN MINTERAdvisorregistration: current employment
Jan 26, 2010 to presentfactForm ADV
← BRYAN DAVID ZSCHIESCHEAdvisorregistration: current employment
Jan 3, 2005 to presentfactForm ADV
← HEATH VERNON HIGHTOWERAdvisorregistration: current employment
Mar 22, 2004 to presentfactForm ADV
← MICHAEL FRED BOOKERAdvisorregistration: current employment
Jul 2, 1997 to presentfactForm ADV
← Joseph Conner WardAdvisorregistration: previous registration
Dec 2, 2022 to Aug 27, 2024factForm ADV
← Adam Philip LawrenceAdvisorregistration: previous registration
Aug 11, 2022 to May 9, 2024factForm ADV
← Dane Carpenter SpencerAdvisorregistration: previous registration
Jan 5, 2022 to Oct 25, 2023factForm ADV
← Jorge Armando SalinasAdvisorregistration: previous registration
Jan 25, 2022 to Jun 30, 2022factForm ADV
← AMBER MAE PICARDAdvisorregistration: previous registration
Sep 15, 2020 to Nov 1, 2021factForm ADV
← SKYLER CHRISTIAN DENNYAdvisorregistration: previous registration
Jun 19, 2018 to Mar 31, 2021factForm ADV
← Brock Vaughn HedgecokeAdvisorregistration: previous registration
Feb 10, 2020 to Sep 15, 2020factForm ADV
← JON MICHAEL SPEIGHTAdvisorregistration: previous registration
Feb 12, 1999 to Jun 26, 2003factForm ADV

Controls (2)

← BOOKER, MICHAEL, FREDOwnerPRESIDENT/SHAREHOLDER, ownership code D, individual
Mar 21, 2012 to Dec 19, 2024factForm ADV
← VILLARD SCHMOYER, BARBARA, MARIEOwnerCHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS, ownership code NA, individual
Feb 12, 2016 to Dec 19, 2024factForm ADV

Owns (3)

← MINTER, MICHAEL, ALANOwnerPORTFOLIO MANAGER/SHAREHOLDER, ownership code B, individual
Mar 21, 2012 to Dec 19, 2024factForm ADV
← HIGHTOWER, HEATH, VERNONOwnerFINANCIAL ADVISOR/SHAREHOLDER, ownership code B, individual
Aug 2, 2013 to Dec 19, 2024factForm ADV
← ZSCHIESCHE, BRYAN, DAVIDOwnerFINANCIAL ADVISOR/SHAREHOLDER, ownership code B, individual
Sep 8, 2014 to Dec 19, 2024factForm ADV

Dated events

Occurred
Aug 27, 2024
Advisor changed firm
Joseph Conner Ward left Financial Synergies for Quotient Wealth Partners, Llc (registered 2024-11-08)
Form ADVobserved 5 days ago
Occurred
May 9, 2024
Advisor changed firm
Adam Philip Lawrence left Financial Synergies for Tanglewood Total Wealth Management, Inc. (registered 2024-07-29)
Form ADVobserved 5 days ago
Occurred
Oct 25, 2023
Advisor changed firm
Dane Carpenter Spencer left Financial Synergies for Beacon Financial Advisors Ltd (registered 2024-02-21)
Form ADVobserved 5 days ago
Occurred
Jun 30, 2022
Advisor changed firm
Jorge Armando Salinas left Financial Synergies for Manske Wealth Management, Llc (registered 2023-06-16)
Form ADVobserved 5 days ago
Occurred
Apr 20, 2018
Succession filed (Item 4)
Financial Synergies reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce126cb3-621e-a18e-47c0-8ec4c2ec9eb3
First observed: Mar 21, 2012
Last observed: Jun 24, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FINANCIAL SYNERGIES

FINANCIAL SYNERGIES WEALTH ADVISORS, INC., CRD 105643

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce126cb3-621e-a18e-47c0-8ec4c2ec9eb3

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL FRED BOOKER

Certified Financial Planner|Chartered Financial Consultant

HOUSTON, TX

HEATH VERNON HIGHTOWER

Certified Financial Planner

HOUSTON, TX

BRYAN DAVID ZSCHIESCHE

Certified Financial Planner

HOUSTON, TX

n/a

MICHAEL ALAN MINTER

Certified Financial Planner

HOUSTON, TX

n/a

WILLIAM NEIL GOODSON

Certified Financial Planner

HOUSTON, TX | Tyler, TX

BARBARA MARIE VILLARD

n/a

HOUSTON, TX

n/a

KEVIN ARTHUR NELSON

Certified Financial Planner

HOUSTON, TX

ZACHARY WILLIAM ROBINSON

n/a

HOUSTON, TX

Grant Michael Ball

n/a

HOUSTON, TX

n/a

Rachel Michele Buckhoff

Certified Financial Planner

HOUSTON, TX

n/a

Timothy Robert Garcia-Prats

n/a

HOUSTON, TX

n/a

Colton A Owen

Certified Financial Planner

HOUSTON, TX

n/a

Melody Laser

n/a

HOUSTON, TX

n/a

Kellie Lee Gamino

Certified Financial Planner

HOUSTON, TX

n/a

Megan Lee Cline

n/a

HOUSTON, TX

Set Carpintero

Certified Financial Planner

HOUSTON, TX

ARV VILUTIS

Chartered Financial Consultant

HOUSTON, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOOKER, MICHAEL, FRED

PRESIDENT/SHAREHOLDER

yes

04/1997

Mar 21, 2012

Dec 19, 2024

VILLARD SCHMOYER, BARBARA, MARIE

CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS

yes

01/2016

Feb 12, 2016

Dec 19, 2024

HIGHTOWER, HEATH, VERNON

FINANCIAL ADVISOR/SHAREHOLDER

06/2003

Aug 2, 2013

Dec 19, 2024

MINTER, MICHAEL, ALAN

PORTFOLIO MANAGER/SHAREHOLDER

02/2003

Mar 21, 2012

Dec 19, 2024

ZSCHIESCHE, BRYAN, DAVID

FINANCIAL ADVISOR/SHAREHOLDER

11/2013

Sep 8, 2014

Dec 19, 2024

City

State

Country

Employees

Also broker-dealer

Tyler

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.8B

n/a

2024

Apr 21, 2025

$1.6B

n/a

2023

Mar 11, 2024

$1.3B

n/a

2022

Mar 21, 2023

$1.1B

n/a

2021

Feb 2, 2022

$1.1B

n/a

2020

Mar 10, 2021

$1.0B

n/a

2019

Mar 5, 2020

$895M

n/a

2018

Mar 20, 2019

$769M

n/a

2017

Mar 20, 2018

$696M

$687M

n/a

2016

Mar 23, 2017

$578M

$569M

n/a

2015

Feb 12, 2016

$457M

$450M

n/a

2014

Mar 11, 2015

$478M

$471M

n/a

2013

Feb 18, 2014

$442M

n/a

2012

Mar 20, 2013

$429M

n/a

2011

Mar 26, 2012

$394M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.8B

$1.6B

15.6%

$1.1B

18.4%