Arv Vilutis is a ChFC-designated registered investment advisor at Financial Synergies, based in Houston, TX, with 45 years of industry experience. Arv 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
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2009Customer Dispute
January 1988Other Business Activities
Arv is a registered investment advisor with FSI Advisory Group Inc. since 1995.
Employment History
Current Registrations
Financial Synergies
Previous Registrations
Cetera Advisors LLCBroker
Fsi Advisory Group, INC.
Ifg Network Securities, INC.Broker
Sunamerica Securities, INC.Broker
Associated Planners Securities CorporationBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
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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