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Advisors / Texas / Houston
46yrs

Arv Vilutis

Financial advisor at Financial Synergies

Houston, TX 77027ChFCTop advisor by experience at Financial Synergies
Call the officeDirections

At a glance

Experience46 years (since 1981)
How that compares ?Top advisor by experience at Financial Synergies
Office4400 Post Oak Parkway Suite 200, Houston, TX 77027
How the firm is paid ?Percent of assets, Flat fee, Performance fee
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

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination

Career

  1. Oct 2025 – now
    Financial SynergiesCurrent firm
  2. 1995 – 2026
    FSI Advisory Group, Inc.Previously

Questions to ask Arv

Tailored to Arv’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Arv

How do I contact Arv?

Call Financial Synergies at 713-623-6600 and ask for Arv Vilutis. Arv works from the Houston, TX office.

How long has Arv been a financial advisor?

Arv has been in the industry since 1981, about 46 years. Top advisor by experience at Financial Synergies.

What licenses does Arv hold?

Series 63. Tap any license on this page to see what it allows.

Is Arv a fiduciary?

Arv is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Arv paid?

Financial Synergies reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Arv for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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