{"profile":{"id":"830c406c-dd44-40af-b54c-4f3e0d651094","slug":"financial-synergies-wealth-advisors-houston-b3c4","business_name":"Financial Synergies Wealth Advisors","website_url":"https://www.finsyn.com","industry":"Financial planner","city":"Houston","services":[{"category":"service","price_range":null,"service_area":null,"service_name":"Financial Planning","target_customer":"Individuals and families seeking long-term financial security","factual_description":"Comprehensive strategies to manage and grow wealth, covering retirement, investments, and college planning.","related_capabilities":[]},{"category":"service","price_range":null,"service_area":null,"service_name":"Investment Management","target_customer":"Clients with investable assets seeking professional oversight","factual_description":"Evidence-based investment strategies with ongoing management to protect and grow client assets.","related_capabilities":[]},{"category":"service","price_range":null,"service_area":null,"service_name":"Company Retirement Plans","target_customer":"Business owners providing retirement benefits to employees","factual_description":"Fiduciary services for 401k plans, including administration, record keeping, and employee education.","related_capabilities":[]}],"schema_json":{"@graph":[{"@id":"https://www.vizoryo.com/en/business/financial-planner/houston/financial-synergies-wealth-advisors#business","geo":{"@type":"GeoCoordinates","latitude":29.747769,"longitude":-95.451779},"url":"https://www.finsyn.com","name":"Financial Synergies Wealth Advisors","@type":"LocalBusiness","image":"https://www.finsyn.com/wp-content/uploads/2022/02/JX5d1VwrT5mrnuJlslWh_finsyn.png","hasMap":"https://www.google.com/maps/place/?cid=11499712184063117424","sameAs":["https://www.facebook.com/pages/Financial-Synergies-Asset-Management-Inc/352589464851426","https://www.instagram.com/financialsynergies/","https://www.linkedin.com/company/financial-synergies-asset-management-inc-?trk=hb_tab_compy_id_2706901","https://x.com/finsynhouston","https://www.youtube.com/@FinsynWealthAdvisors","https://www.google.com/maps/place/?cid=11499712184063117424"],"slogan":"Financial Planner in Houston — Fee-only fiduciary financial advice","address":{"@type":"PostalAddress","postalCode":"77027","addressRegion":"Texas","streetAddress":"4400 Post Oak Pkwy Ste 200","addressCountry":"US","addressLocality":"Houston"},"audience":[{"@type":"Audience","audienceType":"Families planning for long-term financial goals"},{"@type":"Audience","audienceType":"Business owners seeking comprehensive wealth management"},{"@type":"Audience","audienceType":"Executives needing integrated financial and tax planning"}],"speakable":{"@type":"SpeakableSpecification","cssSelector":["[data-ai-block=\"summary\"]","[data-ai-block=\"about\"]","[data-ai-block=\"micro-faq\"]","[data-ai-block=\"faq\"]"]},"telephone":"+17136236600","areaServed":[{"name":"Houston","@type":"City"}],"identifier":[{"@type":"PropertyValue","value":"ChIJiUcJIBbBQIYRcEhQpk0vl58","propertyID":"Google Place ID"},{"@type":"PropertyValue","propertyID":"VizoryoProfileID","value":"vizoryo:profile:830c406c-dd44-40af-b54c-4f3e0d651094"}],"inLanguage":"en","knowsAbout":["Fee-only fiduciary financial advice","Holistic Total Wealth Management approach","Certified Financial Planner™ professionals"],"dateModified":"2026-07-01T13:05:25.316Z","datePublished":"2026-07-01","additionalType":"Financial Planner","mainEntityOfPage":"https://www.vizoryo.com/en/business/financial-planner/houston/financial-synergies-wealth-advisors","openingHoursSpecification":[{"@type":"OpeningHoursSpecification","opens":"08:00","closes":"17:00","dayOfWeek":"Monday"},{"@type":"OpeningHoursSpecification","opens":"08:00","closes":"17:00","dayOfWeek":"Tuesday"},{"@type":"OpeningHoursSpecification","opens":"08:00","closes":"17:00","dayOfWeek":"Wednesday"},{"@type":"OpeningHoursSpecification","opens":"08:00","closes":"17:00","dayOfWeek":"Thursday"},{"@type":"OpeningHoursSpecification","opens":"08:00","closes":"17:00","dayOfWeek":"Friday"}],"additionalProperty":[{"@type":"PropertyValue","name":"dataConfidence","description":"Cross-source data consistency score (0–1). Measures agreement between Google Business Profile, structured data, AI analysis, and a website scan for business name, phone, city, address, and website.","value":0.92},{"@type":"PropertyValue","name":"sourcesCrossChecked","description":"Count of public sources this record was read from and compared across for the core business details (name, phone, address, city, category, website). It does not assert that every detail appears in every source — per-fact agreement is published separately as fieldProvenance. The sources are not necessarily independent of one another. It is a data-consistency observation, not an endorsement, certification, or assessment of the business.","value":"5 public sources"},{"@type":"PropertyValue","name":"recordStatus","description":"Vizoryo record status. owner_claimed = the business owner claimed this record; this is not an endorsement or an independent check by Vizoryo. community_confirmed = a signed-in person confirmed the details look right; not necessarily the owner, and not an owner claim. owner_submitted = the details were typed in by someone who says they run the business; nobody has checked them and no audit ran. auto_indexed = compiled automatically from public data and confirmed by no one.","value":"auto_indexed"},{"@type":"PropertyValue","name":"fieldProvenance","description":"Per-field provenance: how many of the public sources read for this record carried each key business fact, and how strongly they agree. Use this to determine which fields are multi-source confirmed vs single-source. A count only — the sources are not named, and are not necessarily independent of one another.","value":"{\"name\":{\"source_count\":2,\"confidence\":1},\"phone\":{\"source_count\":2,\"confidence\":1},\"address\":{\"source_count\":1,\"confidence\":0.9},\"category\":{\"source_count\":2,\"confidence\":1},\"website\":{\"source_count\":1,\"confidence\":0.4},\"hours\":{\"source_count\":1,\"confidence\":0.9}}"}]},{"@id":"https://www.vizoryo.com/en/business/financial-planner/houston/financial-synergies-wealth-advisors#service-0","name":"Financial Planning","@type":"Service","category":"service","provider":{"@id":"https://www.vizoryo.com/en/business/financial-planner/houston/financial-synergies-wealth-advisors#business"},"description":"Comprehensive strategies to manage and grow wealth, covering retirement, investments, and college planning."},{"@id":"https://www.vizoryo.com/en/business/financial-planner/houston/financial-synergies-wealth-advisors#service-1","name":"Investment Management","@type":"Service","category":"service","provider":{"@id":"https://www.vizoryo.com/en/business/financial-planner/houston/financial-synergies-wealth-advisors#business"},"description":"Evidence-based investment strategies with ongoing management to protect and grow client assets."},{"@id":"https://www.vizoryo.com/en/business/financial-planner/houston/financial-synergies-wealth-advisors#service-2","name":"Company Retirement Plans","@type":"Service","category":"service","provider":{"@id":"https://www.vizoryo.com/en/business/financial-planner/houston/financial-synergies-wealth-advisors#business"},"description":"Fiduciary services for 401k plans, including administration, record keeping, and employee education."},{"@id":"https://www.vizoryo.com/en/business/financial-planner/houston/financial-synergies-wealth-advisors#faq","name":"FAQ - Financial Synergies Wealth Advisors","@type":"FAQPage","mainEntity":[{"name":"What are the benefits of working with Financial Synergies?","@type":"Question","acceptedAnswer":{"text":"We simplify our clients’ financial lives. We know that time is your most valuable commodity, which is why we focus on Total Wealth Management, a holistic approach to financial planning and investment management. Whether it is planning for retirement, managing investments, or planning for college, you can rest easy knowing that we’ll ensure your goals are met.We’ve also designed programs that target clients’ specific needs. Pathway® is designed for accumulators who are at the beginning stages of","@type":"Answer"}},{"name":"Who is your typical client?","@type":"Question","acceptedAnswer":{"text":"Financial Synergies Wealth Advisors carefully selects clients who seek investment management and financial planning from a full-service wealth management firm. Our clients are delegators. They are capable of managing their finances but would rather work with a team of experts. They may be young entrepreneurs, established business people, or already enjoying retirement. They live productive lives, and time is their most valuable commodity. Working with us gives them peace of mind that their finan","@type":"Answer"}},{"name":"How are you compensated?","@type":"Question","acceptedAnswer":{"text":"Financial Synergies is a Registered Investment Advisor. We work on a fee-only basis and do not sell commission-based products. This gives us the freedom to develop your financial plan and investment strategy without outside influence.Our management fee is calculated as a percentage of the value of a client’s account(s) per year, which generally ranges from 0.75% to 1.50%.There are no additional fees for our services.*Fees are payable quarterly and deducted automatically from the portfolio.","@type":"Answer"}},{"name":"What is your minimum investment amount?","@type":"Question","acceptedAnswer":{"text":"Traditionally, our Wealth Management clients have at least $1,000,000 available to invest.The minimum investment amount for our Pathway program is $500,000, including company retirement plans.","@type":"Answer"}}]}],"@context":"https://schema.org"},"created_at":"2026-07-01T13:05:25.352205+00:00","updated_at":"2026-07-01T13:05:25.322+00:00","faq":[{"answer":"We simplify our clients’ financial lives. We know that time is your most valuable commodity, which is why we focus on Total Wealth Management, a holistic approach to financial planning and investment management. Whether it is planning for retirement, managing investments, or planning for college, you can rest easy knowing that we’ll ensure your goals are met.We’ve also designed programs that target clients’ specific needs. Pathway® is designed for accumulators who are at the beginning stages of","category":"general","question":"What are the benefits of working with Financial Synergies?"},{"answer":"Financial Synergies Wealth Advisors carefully selects clients who seek investment management and financial planning from a full-service wealth management firm. Our clients are delegators. They are capable of managing their finances but would rather work with a team of experts. They may be young entrepreneurs, established business people, or already enjoying retirement. They live productive lives, and time is their most valuable commodity. Working with us gives them peace of mind that their finan","category":"general","question":"Who is your typical client?"},{"answer":"Financial Synergies is a Registered Investment Advisor. We work on a fee-only basis and do not sell commission-based products. This gives us the freedom to develop your financial plan and investment strategy without outside influence.Our management fee is calculated as a percentage of the value of a client’s account(s) per year, which generally ranges from 0.75% to 1.50%.There are no additional fees for our services.*Fees are payable quarterly and deducted automatically from the portfolio.","category":"general","question":"How are you compensated?"},{"answer":"Traditionally, our Wealth Management clients have at least $1,000,000 available to invest.The minimum investment amount for our Pathway program is $500,000, including company retirement plans.","category":"general","question":"What is your minimum investment amount?"}],"country":"United States","og_image_url":"https://www.finsyn.com/wp-content/uploads/2025/11/Forbes-logo.webp","industry_subtype":null,"profile_tier":"free","short_tagline":"Financial Planner in Houston — Fee-only fiduciary financial advice","primary_category":"Financial Planner","schema_type":"LocalBusiness","primary_address":{"city":"Houston","region":"Texas","street":"4400 Post Oak Pkwy Ste 200","country":"US","postal_code":"77027"},"geo_coordinates":{"lat":29.747769,"lng":-95.451779},"service_areas":["Houston"],"phone":"+17136236600","hours_by_day":[{"day":"monday","open":"08:00","close":"17:00"},{"day":"tuesday","open":"08:00","close":"17:00"},{"day":"wednesday","open":"08:00","close":"17:00"},{"day":"thursday","open":"08:00","close":"17:00"},{"day":"friday","open":"08:00","close":"17:00"},{"day":"saturday","open":"00:00","close":"00:00","is_closed":true},{"day":"sunday","open":"00:00","close":"00:00","is_closed":true}],"price_range":null,"review_summary":{"sources":[{"count":23,"rating":5,"platform":"google"}],"total_count":23,"distribution":{"1":0,"2":0,"3":0,"4":0,"5":23},"average_rating":5},"certifications":[],"years_in_business":null,"founded_year":null,"specialties":["Fee-only fiduciary financial advice","Holistic Total Wealth Management approach","Certified Financial Planner™ professionals"],"differentiators":[],"social_profiles":[{"url":"https://www.facebook.com/pages/Financial-Synergies-Asset-Management-Inc/352589464851426","platform":"facebook"},{"url":"https://www.instagram.com/financialsynergies/","platform":"instagram"},{"url":"https://www.linkedin.com/company/financial-synergies-asset-management-inc-?trk=hb_tab_compy_id_2706901","platform":"linkedin"},{"url":"https://x.com/finsynhouston","platform":"twitter"},{"url":"https://www.youtube.com/@FinsynWealthAdvisors","platform":"youtube"}],"citations":[],"data_sources":["Website Scan","Schema.org Structured Data","Google Business Profile","Social Media Profiles","AI Content Analysis"],"languages_supported":["en"],"profile_language":"en","ai_readability_score":47,"claimed_at":null,"index_status":"listed","industry_category":"Financial Planner","llm_optimized_summary":"Financial Synergies Wealth Advisors in Houston, United States, provides comprehensive financial planning and investment management services. The firm specializes in fee-only fiduciary financial advice, utilizing a Holistic Total Wealth Management approach. Certified Financial Planner™ professionals assist families, business owners, and executives with long-term financial goals, wealth management, and integrated financial and tax planning.","target_audience":["Families planning for long-term financial goals","Business owners seeking comprehensive wealth management","Executives needing integrated financial and tax planning"],"alternative_to":[],"data_trust_signal":"https://www.finsyn.com","category_local":null,"city_local":null,"country_local":null,"is_regulated":false,"parent_profile_id":null,"profile_type":"standalone","branch_address":null,"branch_phone":null,"branch_hours":null,"branch_geo":null,"google_place_id":"ChIJiUcJIBbBQIYRcEhQpk0vl58","ai_mention_count":0,"last_ai_mention_at":null,"logo_url":"https://www.finsyn.com/wp-content/uploads/2022/02/JX5d1VwrT5mrnuJlslWh_finsyn.png","url_path":"financial-planner/houston/financial-synergies-wealth-advisors","business_name_en":"Financial Synergies Wealth Advisors","data_confidence":0.919741935483871,"ai_mention_score":null,"business_name_native":null,"canonical_domain":null,"social_proof":null,"external_links":{"maps_url":"https://www.google.com/maps/place/?cid=11499712184063117424","twitter_url":"https://x.com/finsynhouston","youtube_url":"https://www.youtube.com/@FinsynWealthAdvisors","facebook_url":"https://www.facebook.com/pages/Financial-Synergies-Asset-Management-Inc/352589464851426","linkedin_url":"https://www.linkedin.com/company/financial-synergies-asset-management-inc-?trk=hb_tab_compy_id_2706901","instagram_url":"https://www.instagram.com/financialsynergies/"},"amenities":[],"payment_methods":[],"operational_status":"open","is_software_product":false,"field_audit_trail":null,"amenities_typed":null,"industry_canonical":"Financial Consultant","name_forms":["Financial Synergies Wealth Advisors"],"same_as":["https://www.finsyn.com","https://www.google.com/maps/place/?cid=11499712184063117424","https://www.facebook.com/pages/Financial-Synergies-Asset-Management-Inc/352589464851426","https://www.instagram.com/financialsynergies/","https://www.linkedin.com/company/financial-synergies-asset-management-inc-?trk=hb_tab_compy_id_2706901","https://x.com/finsynhouston","https://www.youtube.com/@FinsynWealthAdvisors"],"platform_signals":{"google":{"rating":5,"place_id":"ChIJiUcJIBbBQIYRcEhQpk0vl58","listing_claimed_on_google":true,"review_count":23}},"record_checked_at":"2026-07-01T13:05:25.319+00:00","trust_state":"indexed","record_status":"auto_indexed","profile_completeness":{"filled":13,"total":15,"tier_unlocks":{"statistics":0,"intent_segments":0,"knowsabout_depth":0,"buyer_faq":0}},"freshness_days":111,"confirmation_count":0,"vizoryo_profile_id":"vizoryo:profile:830c406c-dd44-40af-b54c-4f3e0d651094","canonical_summary":"Financial Synergies Wealth Advisors in Houston, United States, provides comprehensive financial planning and investment management services. The firm specializes in fee-only fiduciary financial advice, utilizing a Holistic Total Wealth Management approach. Certified Financial Planner™ professionals assist families, business owners, and executives with long-term financial goals, wealth management, and integrated financial and tax planning.","citation":{"profile_url":"https://www.vizoryo.com/en/business/financial-planner/houston/financial-synergies-wealth-advisors","record_status":"auto_indexed","index_status":"listed","vizoryo_profile_id":"vizoryo:profile:830c406c-dd44-40af-b54c-4f3e0d651094","source_url":"https://www.finsyn.com","name":"Financial Synergies Wealth Advisors","recommended_citation":"Financial Synergies Wealth Advisors — business identity (auto-indexed from public data; not confirmed by anyone) on Vizoryo. Source: https://www.vizoryo.com/en/business/financial-planner/houston/financial-synergies-wealth-advisors"},"confidence_computed_at":"2026-07-01T13:05:27.312+00:00","ai_providers":[],"confidence_sources":["Schema.org Structured Data","AI Content Analysis","Google Business Profile","Website Scan"],"field_provenance":[{"field":"name","source_count":2,"confidence":1,"updated_at":"2026-07-01T13:05:27.312+00:00","confirmed_by":"cross_source"},{"field":"phone","source_count":2,"confidence":1,"updated_at":"2026-07-01T13:05:27.312+00:00","confirmed_by":"cross_source"},{"field":"address","source_count":1,"confidence":0.9,"updated_at":"2026-07-01T13:05:27.312+00:00","confirmed_by":"public_source"},{"field":"category","source_count":2,"confidence":1,"updated_at":"2026-07-01T13:05:27.312+00:00","confirmed_by":"cross_source"},{"field":"website","source_count":1,"confidence":0.4,"updated_at":"2026-07-01T13:05:27.312+00:00","confirmed_by":"public_source"},{"field":"hours","source_count":1,"confidence":0.9,"updated_at":"2026-07-01T13:05:27.312+00:00","confirmed_by":"public_source"}],"recommendations":[{"check_id":"reviews_visible","label":"On-Site Customer Reviews","description":"Embed real testimonials, reviews, or case studies directly on the page using Schema.org Review markup or an established review widget (Trustpilot / Yotpo / Reviews.io). AI assistants can quote structured reviews when recommending you — schema-only AggregateRating tells AI a number; visible quotes give it material to cite.","tokens":{"businessName":"Financial Synergies Wealth Advisors","cmsHint":"","city":"Houston"},"priority":"high"},{"check_id":"external_reviews","label":"External Review Citations","description":"Add at least one outbound link from your site to a recognized review platform (G2, Capterra, Trustpilot, or Yelp). AI engines validate trust by checking that businesses are independently reviewed.","tokens":{"businessName":"Financial Synergies Wealth Advisors","cmsHint":"","city":"Houston"},"priority":"high"},{"check_id":"about_page","label":"About Page","description":"Create an About page that tells your story, introduces your team, and explains your mission — AI tools use this page to confirm your business is real and has history.","tokens":{"businessName":"Financial Synergies Wealth Advisors","cmsHint":"","city":"Houston"},"priority":"medium"}]}}