ZYNERGY RETIREMENT PLANNING

RIASEC RegisteredEst. 2023

Total AUM

$173M

Discretionary

$173M

100% of AUM

Avg account

$293K

Accounts

591

Employees

Advisory reps

Firm details

Headquarters: RED BANK, New Jersey
CRD number: 143861
Registered since: November 3, 2023
Website: www.zynergyretirement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI63.01%
Individuals36.99%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Zynergy Retirement Planning is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing combines percentage-of-AUM and fixed-fee arrangements. Zynergy is owned by an individual and operates as a non-capital-allocator; it does not position itself as an ESG investor, multi-state adviser, pension consultant, or related adviser. Investment activity centers on equity exposure delivered primarily through exchange-traded products, with a smaller direct stock allocation. The firm uses third-party managers for alternative allocations (see Investments & Alternatives). Zynergy’s client profile and product choices suggest a straightforward wealth-management offering aimed at personal and small-business households rather than institutional or trust-focused mandates.