S
Synergy Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,000,000
Clients
45
16% 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
45
HighAverage account size
$444,444
About
Synergy Wealth Advisors, LLC primarily serves individual and high‑net‑worth individual clients, offering ongoing portfolio management, financial planning, and referrals to third‑party money managers. The firm’s brochure indicates it advises across mutual funds, equities, fixed income, ETFs, REITs, private placements and insurance products, and reports about $20 million in assets that are managed on a predominantly non‑discretionary basis.
The firm documents client goals and risk tolerance in individualized Investment Policy Statements and applies fundamental, technical and cyclical analysis when constructing portfolios, using both long‑term and short‑term trading and occasional margin strategies. Accounts are reviewed at least quarterly by the sole advisor, clients receive custodial account statements, and the firm does not accept discretionary trading or proxy‑voting authority.
Distinctive features disclosed in the brochure include the firm’s primarily non‑discretionary asset management model, the principal’s role as a licensed insurance agent who may offer commissionable insurance products, and a pending legal matter disclosed in Item 9 related to past securities marketing. The brochure also notes fee‑sharing arrangements when directing clients to third‑party managers and a requirement that clients use the firm‑recommended custodian, both of which the firm identifies and discloses as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Fee options
Financial planning fixed fee of $300
$100,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% Above $5,000,000+: Negotiable
$150-$250 per hour for financial planning
Account minimum: $100,000 Fee-only: Financial planning fixed fee: $300; Hourly fee: $150-$250 per hour
Main office location
Synergy Wealth Advisors, LLC
Baton Rouge LA, United States
Number of offices
1
Most active in
Synergy Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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