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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Element insight
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Oak focus
Matrix legacy focus
- CRD
- #30945
- Ownership
- 20.0%
Showing 2 of 6 owners & executives
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Grant Michael Ball
Portfolio Manager
- CRD
- #7362909
MICHAEL FRED BOOKER
Financial Advisor, General Partner
- CRD
- #1470662
Summit beacon
Wave vector
- CRD
- #98472
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
Total SMA Asset: $1,811,303,915
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $917,438,936 | 30.4% |
| Other | $887,260,024 | 29.4% |
| Corporate - Investment Grade | $908,385,262 | 30.1% |
| Cash | $304,807,015 | 10.1% |
| Total | $3,017,891,237 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON VALUE | INSIGHT INSIGHT | RMCEB6B2T | QVMD | 8.77% | $16,848,326 |
| QUANTUM VERTEX | PRIME FOCUS | 122GZA4OD | SDAKC | 7.02% | $95,796,665 |
| PRIME WAVE | OAK PIONEER | TA2JF1BVD | JAYEX | 6.97% | $48,208,089 |
| NORTH SIGNAL PATHWAY | GLACIER INSIGHT | RH14HZUTB | OXNBT | 12.22% | $98,963,091 |
| ATLAS UNISON VECTOR | UNISON PATHWAY | 6E56OWY19 | JFE | 8.93% | $113,730,076 |
| BEACON ELEMENT | ATLAS HORIZON | 35B4S41Z2 | KAML | 9.76% | $20,185,901 |
| SUMMIT RADIAL | RADIAL RIDGE | KF81YJ03L | BPU | 6.62% | $61,153,869 |
| FOCUS GLACIER RADIAL | EAGLE TIMBER | MT8D4SGRQ | EUD | 1.54% | $74,723,105 |