This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-15-1994
- Office Locations
- 1
Office Locations
About Financial Synergy, Inc.
Financial Synergy, Inc. is an Illinois-based RIA providing financial consulting, tax preparation, and strategic planning for individuals and small businesses, and serving as an outside consultant to other licensed advisors and their clients. The firm’s managed portfolios are primarily ETF-based. Led by Enrolled Agent Dave Marrone, it operates largely via secure web-based meetings and emphasizes ongoing continuing education.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 22 clients, or 22 clients per representative. That equates to $300.0K in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on November 5, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Financial Synergy, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Industry Interests
- Services
- Technology
Unlock the underlying categories and values
The full Financial Synergy, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID ALLEN MARRONE
Advisor, President
- CRD
- #1354715
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,600,000 | -- |
| Total | $6,600,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Financial Synergy, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.