Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
11yrs
Set Carpintero
Financial advisor at Financial Synergies
Set Carpintero has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Houston, Texas. Set has been with Financial Synergies since 2025; before that, Set spent two years at Hightower Advisors and two years at Resource Consulting Group. Set holds the CFP® designation.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office4400 Post Oak Parkway Suite 200, Houston, TX 77027
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.94 million
Advisors at the firm17
States licensed ?1 state
Services through Financial Synergies
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowFinancial SynergiesCurrent firm
- Jan 2024 – Sep 2025Hightower Advisors, LLCPreviously
- Jun 2022 – Jan 2024Resource Consulting GroupPreviously
- Jul 2020 – Apr 2022Vintage Financial Services LLCPreviously
- 2016 – 2019SWM AdvisorsPreviously
Contact Set
(713) 623-6600Financial Synergies main office 4400 Post Oak Parkway Suite 200Houston, TX 77027Office · Get directions
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Questions to ask Set
Tailored to Set’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Set
How do I contact Set?
Call Financial Synergies at (713) 623-6600 and ask for Set Carpintero. Set works from the Houston, TX office.
How long has Set been a financial advisor?
Set has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Set hold?
Series 65. Tap any license on this page to see what it allows.
Is Set a fiduciary?
Set is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Set paid?
Financial Synergies reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Set for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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