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FINANCIAL SYMMETRY INC.
SEC RegisteredRALEIGH, NChttps://financialsymmetry.com919-851-8200
Assets Under Management
$1B–$5B
Employees
35
Office Locations
1 office
Total Accounts
5370
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable Organizations
Services
investment_managementfinancial_planningtax_planningsocial_securitywealth_managementcash_flow_planning
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 326 | $146M |
| High Net Worth Individuals | 546 | $1.4B |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
William Alexander Ramsay
PRESIDENT- CHIEF COMPLIANCE OFFICER
Micheal C Smith
PRINCIPAL
Allison Marie Berger
PRINCIPAL
William Douglas Holt
PRINCIPAL
Michael Barry Eklund
PRINCIPAL
Heather Sue Gudac
SECRETARY
Cameron Hill Hendricks
PRINCIPAL
Grace Rooth Kvantas
PRINCIPAL
Grayson Edward Blazek
PRINCIPAL
Office locations
1 office in 1 state
NC
RALEIGHHQ
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
CRD number
#118443
SEC Number
801-62698
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.85% |
| $1,000,000 to $2,000,000 | 0.70% |
| $2,000,000 to $3,000,000 | 0.55% |
| $3,000,000 and up | 0.40% |
Data as of January 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
financialsymmetry.comPhone
919-851-8200Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL SYMMETRY INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.