William Holt
Financial Symmetry · Raleigh, North Carolina
William Holt 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 4024019 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 35 employees |
| Disclosures | None reported |
| Website | directory.libsyn.com/shows/view/id/87939 |
How William'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 William
Is William Holt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Financial Symmetry, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Holt based?
William Holt is based in Raleigh, North Carolina.
What credentials does William Holt hold?
William Holt holds the CFP credential.
Is William Holt registered with the SEC?
Yes. William Holt is registered as an investment adviser representative in NC (CRD 4024019), 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 William Holt?
Through William'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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