A complete list of active advisors currently associated with Financial Symmetry Inc.

Warmer can help you find a great advisor at Financial Symmetry Inc. or one who fits your needs even better.

Financial Symmetry serves individual clients across a range of wealth levels and reports providing advice for roughly 973 family groups with about $1.54 billion in assets under advisement. The firm offers a mix of services including financial planning, ongoing wealth management, an Emerging Wealth tier for newer investors, limited-scope small business 401(k) advice, and select tax-return preparation for some wealth management clients. FSI describes an evidence-based, three-step investment process—developing an investment plan, implementing diversified allocations primarily with mutual funds and ETFs, and ongoing monitoring—guided by a quarterly Investment Committee. The firm commonly recommends Dimensional Fund Advisors funds as part of its core implementation, allocates retirement-plan assets among plan options when advising 401(k)/403(b)/457 accounts, and on a limited basis provides access to private equity and private real estate for qualified investors. Compared with many peers, FSI’s structure and service mix include several atypical elements: an executive ownership group comprising many owners, ongoing custody-related practices that trigger an annual surprise independent CPA audit, and a stated role as a 3(21) limited-scope fiduciary for employer plans charged on an hourly basis. The firm also maintains a blend of discretionary and non-discretionary relationships and continues to serve some clients under legacy investment-management–only agreements.

To learn more about the advisors currently working at Financial Symmetry Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.