Financial Symmetry, Inc.

Financial Symmetry, Inc. at a glance

• One of 278 fee-only firms based in North Carolina in the Wellspent graph.
• 16 advisors are listed here; 14 of 16 hold the CFP.
• Its Form ADV reports 35 employees and 872 individual clients, 546 of them high net worth.
• Its average account is about $287,000 (assets it manages divided by its 5,370 accounts).

Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina

Facts

Financial Symmetry, Inc. fees

Financial Symmetry, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (16)

• Allison Berger

  CFP

• Cameron Hendricks

  CFP

• Christian Polanco

  CFP

• Colton Tickle

• Darian Billingsley

  CFP

• Ella Rogers

  CFP

• Garrick King

  CFP

• Grace Kvantas

  CFP

• Grayson Blazek

  CFP

• Haley Modlin

  CFP

• Jade Brookreson

• Michael Eklund

  CFP

• Micheal Smith

  CFP

• Niamh Douglas

  CFP · BS · CEPA

• William Holt

  CFP

• William Ramsay

  CFP