Financial Symmetry Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 118443
- Registered since
- January 28, 2004
- Website
- www.financialsymmetry.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.45%
- Individuals9.45%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Financial Symmetry Inc. is an independent, privately owned advisory firm that serves both individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It uses a mix of fee models—percentage of assets under management, hourly charges, and fixed fees—which suggests flexibility in engagement types and client segments. Financial Symmetry is SEC-registered and has been so since 2004.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1
Heather Gudac
Partner & Chief Operating OfficerCRD 6470470
Contacts
3 of 19
William Holt
Partner, Senior AdvisorCRD 4024019
Haley Modlin
Fee-only Financial PlannerCRD 7212588
Grayson Blazek
Fee-Only Fiduciary Financial AdvisorCRD 6737315
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$289M in ETFs
10%
$28.9M
90%
$260M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $83.8M | 1,885,399 | 28.97% |
Location
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 5438 Wade Park Blvd
- Time zone
- ET (UTC-5)
- Office locations
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