TrueAdvisor
TrueAdvisor
SC
CFP
SC
CFP

Set Carpintero

Financial Synergies
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningHigh Net Worth
Financial Synergies
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
879 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M

Location

200 W. Madison St., Suite 2500, Chicago, IL, 60606

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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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Employment History
Current Registrations
Financial Synergies
October 2025 - Present · 4 mos
Previous Registrations
Hightower Advisors, LLC
January 2024 - September 2025 · 1 yr 8 mos
Resource Consulting Group
June 2022 - January 2024 · 1 yr 7 mos
Vintage Financial Services LLC
July 2020 - April 2022 · 1 yr 9 mos
Swm Advisors
March 2016 - October 2019 · 3 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.