Kevin Nelson is a CFP-designated registered investment advisor at Financial Synergies, based in Houston, TX, with 13 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 928 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard asset-based fee ranges from 0.75% to 1.50%. Fees may be negotiable in special circumstances.
Fee Estimator
Location
4400 Post Oak Pkwy, Suite 200, Houston, TX, 77027
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kevin is a board member of Be a Champion Inc. since 2009. This activity is not investment-related.
Employment History
Current Registrations
Financial Synergies
Previous Registrations
Heritage Wealth Management
State Registrations1 state
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
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