FINANCIAL SYMMETRY INC.
SEC RegisteredThe future belongs to those who invest in it
About the firm
Financial Symmetry is an independent, employee-owned financial advisory firm in the Triangle area of North Carolina that provides financial services on a fee-only basis. The firm has been serving clients since 2001 and manages approximately $1.2 billion in assets as of February 2025.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers wealth management, financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation, estate planning, cash flow analysis, tax return review, and estate review.
Who they serve
Financial Symmetry serves clients across all phases of life, including those planning to retire, busy professionals, and individuals experiencing sudden life events or changes in wealth or income.
| 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
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
| 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
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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.