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The fee is billed in advance and is negotiable.","source":"CYNDEO WEALTH PARTNERS ADV BROCHURE, filed 12 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cyndeo Wealth Partners use?","answer":"Cyndeo Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $2.74B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cyndeo Wealth Partners have?","answer":"Cyndeo Wealth Partners has 17 investment adviser representatives registered with state securities authorities, out of 28 employees, and 27 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cyndeo Wealth Partners invest in?","answer":"At the end of its last fiscal year, Cyndeo Wealth Partners’ separately managed accounts held 40% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 6% state and local bonds, 3% non-exchange-traded equities, 3% pooled vehicles (private funds and similar) and 1% U.S. government and agency bonds. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cyndeo Wealth Partners?","answer":"Cyndeo Wealth Partners is owned through a chain of holding companies by Solomon Kilgroe and Charles Bank Equity Fund X, LP. Its direct owners are Cyndeo Holdings, LLC, Dynasty Financial Partners, LLC, RGP-Cyndeo, LLC and Cyndeo Incentive Holdings, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cyndeo Wealth Partners get paid?","answer":"Cyndeo Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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