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  1. Companies/
  2. Financial Synergies Wealth Advisors, Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

Financial Synergies Wealth Advisors, Inc.

EIN 76-0536705-financial services-Latest filing 2025
Plans
1
Retirement
1
$6.3M assets
Welfare
0
Participants
18
4400 POST OAK PARKWAY, SUITE 200 - HOUSTON, TX 77027832-706-0070finsyn.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$6.3M - 18 part

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Retirement#001

FINANCIAL SYNERGIES WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$6.3M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FINANCIAL SYNERGIES WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN401(k)$6.3M182025
Retirement plans
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