Synergist Wealth Advisors Enters Consent Order Over Advisory Fees


Synergist Wealth Advisors and Paula De Vos (CRD 4320748) entered into a consent order with the California Department of Business Oversight. The consent order resolves a complaint that Synergist Wealth Advisors failed to disclose increases in advisory fees. Both the firm and Paula De Vos are parties to the consent order. Here is a copy […]