# FINANCIAL SYNERGIES WEALTH ADVISORS, INC.

FINANCIAL SYNERGIES WEALTH ADVISORS, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 105643
- Type: SEC-registered investment adviser
- SEC file number: 801-30106
- Location: 4400 POST OAK PKWY, SUITE 200, HOUSTON, TX, 77027
- Phone: 713-623-6600
- Latest filing: 2026-06-24
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $13.8M
- Clients: 21
- Accounts: 928

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Michael Alan Minter | CHIEF INVESTMENT OFFICER/SHAREHOLDER; PORTFOLIO MANAGER/SHAREHOLDER | — |
| Heath Vernon Hightower | FINANCIAL ADVISOR/SHAREHOLDER | — |
| Bryan David Zschiesche | FINANCIAL ADVISOR/SHAREHOLDER; PRESIDENT | — |
| Barbara Marie Villard Schmoyer | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS; SHAREHOLDER | — |
| Kevin Arthur Nelson | FINANCIAL ADVISOR/SHAREHOLDER | — |
| William Neil Goodson | FINANCIAL ADVISOR/SHAREHOLDER | — |
| MINTER MICHAEL ALAN | CCO; CHIEF COMPLIANCE OFFICER; PORTFOLIO MANAGER/SHAREHOLDER | — |
| BOOKER MICHAEL FRED | PRESIDENT; PRESIDENT/SHAREHOLDER | — |
| HIGHTOWER HEATH VERNON | FINANCIAL ADVISOR; FINANCIAL ADVISOR/SHAREHOLDER | — |
| ZSCHIESCHE BRYAN DAVID | FINANCIAL ADVISOR; FINANCIAL ADVISOR/SHAREHOLDER | — |
| VILLARD BARBARA MARIE | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | — |
| Barbara Marie Villard | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER; SHAREHOLDER | Houston, TX |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-09-17 | regulatory | THE SEC FOUND THAT FROM DECEMBER 2019 TO APRIL 2024, FWSA HAD INVESTMENT DISCRETION OVER AT LEAST $100 MILLION OF REPORTABLE 13F SECURITIES AND THEREFORE WAS OBLIGATED TO FILE QUARTERLY FORMS 13F BEGINNING BY AT LEAST 2020. THE FIRM HAS SINCE FILED THESE FORMS. | Final | $225K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105643/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105643/similar
- Related entities: https://search.stillhousedata.com/firm/105643/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105643

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.