Financial Symmetry

Financial Advisor in Raleigh, NC

Firm Info
Address: 1511 Sunday Dr #300, Raleigh, NC 27607, USA
Phone: (919) 851-8200

Firm Size
Assets Under Management: $812.7 million
# of Advisors: 12
# of Clients: 3,838
Client to Advisor Ratio: 320:1
Average Account Size: $211,740
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Financial Symmetry Inc. Overview

Financial Symmetry Inc. is an investment advisory firm located in Raleigh, North Carolina. Established in 2004, the firm has been providing investment advice to individuals and small businesses for more than a decade. Financial Symmetry Inc. operates as a fee-only advisory firm, which means that clients pay only for the financial advice they receive. The firm specializes in providing investment advice to clients, offering financial planning, portfolio management, and pension consulting services. Their financial planning services include financial goal setting, budgeting, risk management, and retirement planning. They manage portfolios for individuals and small business, helping clients to build and manage their portfolios in a way that meets their investment goals. Financial Symmetry Inc. has a team of experienced financial advisors who work closely with clients to understand their unique needs and circumstances. Their focus on investment advice only allows them to provide tailored solutions for clients, including high net worth individuals and business owners. With a commitment to transparency and objectivity, Financial Symmetry Inc. is a trusted name in the investment advisory industry.

FINANCIAL SYMMETRY INC. caters to a diverse range of clients, including individuals, high net worth individuals, and charitable organizations. The firm's extensive experience in the financial industry positions it as a reliable source of guidance for clients seeking professional financial planning services. Whether clients require advisory services, investment management, or comprehensive financial planning, they can count on Financial Symmetry Inc. to provide tailored solutions to meet their unique needs. The firm's expertise extends to a broad range of investment instruments, spanning traditional assets like stocks, bonds, and mutual funds, as well as alternative investments such as real estate, private equity, and hedge funds. When it comes to fees, Financial Symmetry Inc. has an array of options designed to meet the varying needs of its clients. One of the most common fee structures is the percentage of assets under management, where clients pay a percentage of their total assets managed by the firm. This arrangement provides a straightforward and transparent way of compensating the firm for its services, aligning its interest with that of the client. Alternatively, clients can choose to be billed on an hourly basis, where the firm charges based on the time spent on the client's engagement. This option is ideal for clients with ad-hoc financial needs or those seeking discrete project-based services. Lastly, fixed fees are available for specific services such as financial planning or tax consultations and are based on the scope of the work required. Regardless of the chosen fee structure, Financial Symmetry Inc. prides itself on ensuring that its fee arrangements are transparent, fair, and commensurate with the value delivered to its clients.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Financial Symmetry Inc. does not mention any investment minimums for their clients.

How This Office Can Help Raleigh, NC Residents

Financial Symmetry provides customized financial planning and investment management services to clients in Raleigh, NC. The firm's services are tailored to meet the unique financial needs and goals of each individual, family, or business. The team of experienced financial advisors works closely with clients to develop comprehensive financial plans that address their specific concerns, such as retirement planning, tax strategies, estate planning, college savings, and risk management. Living in Raleigh, NC, individuals and families may face a range of financial challenges that Financial Symmetry can help them navigate. As the capital of North Carolina, Raleigh has a diverse economy with many job opportunities, but also high costs of living. Many Raleigh residents are also affected by fluctuations in the housing market and need assistance with mortgage planning and real estate investment strategies. Additionally, Raleigh is home to many entrepreneurs and small business owners, who rely on Financial Symmetry for guidance with business succession planning, employee benefits, and investment management for their companies.

To view the Minimum Investment and Fee Schedule for Financial Symmetry Inc., visit their Part 2 Brochure.

Services Offered by Financial Symmetry Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Financial Symmetry Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1511 Sunday Dr #300, Raleigh, NC 27607, USA
Phone (919) 851-8200
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Financial Symmetry Inc. is registered to service clients in the following states:

  • California
  • Florida
  • Georgia
  • Maryland
  • New Hampshire
  • North Carolina
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Financial Symmetry Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs