Niamh Douglas
Financial Symmetry, Inc. · Raleigh, North Carolina
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.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
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 | $1.54B across 5,370 accounts |
| Credentials | CFP · BS · CEPA · BBA · CPWA · CRPC · MBA |
| SEC registration | Investment adviser representative in NC, TX · CRD 7856125 |
| Firm size | 35 employees |
| Disclosures | None reported |
| Website | financialsymmetry.com |
| Profile |
How Niamh's firm compares
- Financial Symmetry, Inc.'s average account is about $287,000, from its Form ADV (assets managed divided by 5,370 accounts).
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Questions about Niamh
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Financial Symmetry, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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