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CFP
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CFP

Lary Weintraub

Synergy Financial Partners, LLC
29 Years of Experience
Boynton Beach, FL
View SEC Summary
View SEC Summary

Lary Weintraub is a CFP-designated registered investment advisor at Synergy Financial Partners, LLC, based in Boynton Beach, FL, with 29 years of industry experience. Lary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 526 clients with $310M in assets under management.

Synergy Financial Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
526 clients
Average Client Portfolio
$587K average
Assets Under Management
$308.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual fees typically range from 0.50% to 1.25% of assets under management. Fees are negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Boynton Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lary uses Wealth Strategy Advisors LLC for tax and liability protection. This activity requires minimal time.

Employment History
Current Registrations
Synergy Financial Partners, LLC
October 2020 - Present · 6 yrs
Previous Registrations
Synergy Financial Partners, LLC
September 2020 - September 2020 · 0 mos
Park Avenue Securities LLC
July 2009 - September 2020 · 11 yrs 2 mos
Park Avenue Securities LLCBroker
July 2009 - September 2020 · 11 yrs 2 mos
Southtrust Securities, INC.
June 2003 - December 2004 · 1 yr 6 mos
Southtrust Securities, LLCBroker
June 2003 - February 2005 · 1 yr 8 mos
UBS Financial Services INC.
January 2001 - June 2003 · 2 yrs 5 mos
UBS Financial Services INC.Broker
January 2001 - June 2003 · 2 yrs 5 mos
Citicorp Investment ServicesBroker
April 1996 - January 2001 · 4 yrs 9 mos
Great Western Financial Securities CorporationBroker
July 1994 - March 1996 · 1 yr 8 mos
Corporate Securities Group, INC.Broker
April 1993 - August 1994 · 1 yr 4 mos
Chatfield Dean & CO., INC.Broker
January 1993 - April 1993 · 3 mos
State Registrations2 states
COFL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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