SynergOS Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,942,219
Clients
10
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$394,222
About
Synergos Advisory is a solo, state-registered investment adviser that serves primarily individual clients and also provides services to employer plan sponsors, profit-sharing plans, and small businesses. The firm offers tailored portfolio management and comprehensive financial planning, including ongoing planning engagements and employee benefit plan (pension) consulting.
The firm’s investment approach emphasizes passive portfolio construction supplemented by fundamental analysis, implemented on custodial and platform solutions with discretionary authority consistent with each client’s investment policy statement. Synergos uses a range of analytical tools — including AI-assisted modeling as a decision‑support resource — but retains human review and conducts regular (typically quarterly) account oversight.
Noteworthy distinctions include a small client roster and relatively low discretionary AUM compared with materially higher assets under advisement, indicating a mix of advisory and coordination work beyond direct asset management. The firm does not generally rely on percentage‑of‑AUM advisory fees and instead emphasizes fixed ongoing planning arrangements and platform/custodian relationships; its principal also operates a separate financial‑technology business that develops tools for other advisors, disclosed as an outside business activity.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Hourly rate of $300 in case of early termination for unbilled hours.
Ongoing Financial Planning available for fixed monthly fee ($250 to $1,000/month)
Fee-only: Ongoing Financial Planning fees range from $3,000 to $12,000 annually, billed monthly ($250 to $1,000/month). Hourly rate for early termination fees is $300/hour.
Main office location
SynergOS Advisory
1700 Westlake Ave N, Suite 200
Seattle WA 98109, United States
Number of offices
3
Most active in
SynergOS Advisory has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
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:
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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.
Forms ADV
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