# Niamh Douglas

> Niamh Douglas is a fee-only financial advisor at Financial Symmetry, Inc. in Raleigh, North Carolina, who holds the CFP, BS and CEPA credentials. Niamh focuses on retirement planning, tax planning and estate & legacy planning. Financial Symmetry, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/niamh-douglas/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Financial Symmetry, Inc.
- **Based in:** Raleigh, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.54B across 5,370 accounts
- **Credentials:** CFP, BS, CEPA, BBA, CPWA, CRPC, MBA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Mid-life transitions
- **CRD:** 7856125 (https://adviserinfo.sec.gov/individual/summary/7856125)
- **SEC registration:** Investment adviser representative in NC, TX
- **Firm size:** 35 employees
- **Disclosures:** None reported
- **Website:** http://financialsymmetry.com

## Frequently asked questions

### Is Niamh Douglas a fee-only financial advisor?

Yes. Niamh Douglas is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Niamh's firm.

### How does Niamh charge for financial advice?

Niamh's firm, Financial Symmetry, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Niamh Douglas based?

Niamh Douglas is based in Raleigh, North Carolina.

### What does Niamh specialize in?

Niamh's specialties include retirement planning, tax planning and estate & legacy planning. Niamh works with pre-retirees and mid-life transitions.

### What credentials does Niamh Douglas hold?

Niamh Douglas holds the CFP, BS, CEPA, BBA, CPWA, CRPC and MBA credentials.

### Is Niamh Douglas registered with the SEC?

Yes. Niamh Douglas is registered as an investment adviser representative in NC and TX (CRD 7856125), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Financial Symmetry, Inc. manage?

Financial Symmetry, Inc. reports $1.54B across 5,370 accounts in assets under management.

### How do I contact Niamh Douglas?

Through Niamh's website, financialsymmetry.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4430): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.financialsymmetry.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.