Allison Berger
Financial Symmetry · Raleigh, North Carolina
Allison Berger is a fee-only financial advisor at Financial Symmetry in Raleigh, North Carolina, who holds the CFP credential. Financial Symmetry reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Symmetry |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.54B across 5,370 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4996474 |
| Exams passed | Series 65 (2005) |
| Firm size | 35 employees |
| Disclosures | None reported |
| Website | directory.libsyn.com/shows/view/id/87939 |
How Allison's firm compares
- Financial Symmetry's average account is about $287,000, from its Form ADV (assets managed divided by 5,370 accounts).
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Questions about Allison
Is Allison Berger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Financial Symmetry reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison's firm, Financial Symmetry, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allison Berger based?
Allison Berger is based in Raleigh, North Carolina.
What credentials does Allison Berger hold?
Allison Berger holds the CFP credential.
Is Allison Berger registered with the SEC?
Yes. Allison Berger is registered as an investment adviser representative in NC (CRD 4996474), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Symmetry manage?
Financial Symmetry reports $1.54B across 5,370 accounts in assets under management.
How do I contact Allison Berger?
Through Allison's website, directory.libsyn.com/shows/view/id/87939.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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