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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-30-1987
- Office Locations
- 1
Office Locations
About Financial Synergies
Financial Synergies Wealth Advisors is a Houston-based fee-only, fiduciary RIA providing total wealth management for individuals, families, and business owners nationwide. Services include comprehensive financial planning plus investment, tax, risk/insurance, and estate planning, as well as company retirement plans. Portfolios are evidence-based, diversified, low-cost, and tax-efficient; custody commonly through Schwab and Fidelity.
Reported data analysis
What the numbers show
Between August 12, 2025 and June 24, 2026, reported AUM increased 15.6%, from $1.6B to $1.8B.
Across 5 reported observations, AUM increased 62.8% between October 24, 2022 and June 24, 2026, from $1.1B to $1.8B.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 16 advisory representatives and 928 clients, or 58 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 39 years in operation. The source data was last updated on June 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
HEATH VERNON HIGHTOWER
Financial Advisor, General Partner
- CRD
- #4711165
- Ownership
- 25% but less than 50%
MICHAEL ALAN MINTER
Chief Investment Officer, Wealth Advisor
- CRD
- #4242438
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
Unlock allContacts
Grant Michael Ball
Portfolio Manager
- CRD
- #7362909
MICHAEL FRED BOOKER
Financial Advisor, General Partner
- CRD
- #1470662
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,797,538,179 | $1,939,092 |
| Non-Discretionary | $13,765,736 | $13,765,736 |
| Total | $1,811,303,915 | $1,951,836 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Synergies has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Financial Synergies's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.