FinSym Partners, LLC
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About
FinSym Partners is an SEC-registered, independent wealth management firm that serves individuals (including high-net-worth clients), trusts, estates, and a limited number of employer retirement plan sponsors. The firm provides comprehensive financial planning and discretionary portfolio management, developing written Investment Policy Statements and delivering periodic performance reviews and ongoing implementation support.
The firm’s investment approach is grounded in financial research and a belief in efficient markets, favoring structured/passive strategies while applying systematic tilts toward value, small-cap, and higher-profit companies; fundamental analysis is used to select funds and securities and portfolios are reviewed and rebalanced regularly. FinSym generally pursues a long-term buy-and-hold orientation but may implement shorter-term transactions as needed, and it typically manages accounts on a discretionary basis.
Distinctive features include a fee-only compensation model and the inclusion of less-common holdings in client portfolios, such as private company partnerships and interests in real-estate partnerships, alongside broadly diversified mutual funds and ETFs. The firm operates with a small advisory team managing roughly $188 million across about 90 client relationships, which supports individualized IPS-driven planning and quarterly client reporting.
Client services
Expertise
Fee options
$0 - $750,000: 1.00% $750,000 - $1,500,000: 0.75% $1,500,000+: 0.50%
Fee-only: Fee-only advisor with no commissions or sales-related compensation.
Main office
Seattle WA
Advisors at this office
3
Most active in
Texas · Washington
Also doing business as
Davidson Wealth Advocates, LLC · Financial Symmetry Partners, LLC. · Finsym Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Brent D
Series 65
Seattle, WA
FinSym Partners, LLC
Brent Davidson is a financial advisor with FinSym Partners, LLC, holding a Series 65 designation and 10 years of industry experience. He is based in Seattle, WA. FinSym Partners is an independent, SEC-registered wealth management firm serving individuals, trusts, estates, and select employer retirement plan sponsors. The firm employs a research-based approach that emphasizes efficient markets and structured passive strategies, with systematic tilts toward value, small-cap, and higher-profit companies, managing roughly $188 million across about 90 client relationships.
Robert D
Series 65
Seattle, WA
FinSym Partners, LLC
Robert Davidson is a financial advisor at FinSym Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Amazon and Washington University in St. Louis. FinSym Partners is an independent SEC-registered wealth management firm serving individuals, trusts, estates, and employer retirement plan sponsors. The firm employs a research-based investment approach focused on efficient markets, combining passive strategies with systematic tilts and fundamental analysis, and manages client portfolios through individualized planning and periodic reviews.
Robert D
Series 63
Seattle, WA
FinSym Partners, LLC
Robert Davidson Jr. is a financial advisor at FinSym Partners, LLC with 15 years of industry experience. He holds the Series 63 designation and has been with the firm since 2009. FinSym Partners is an independent, SEC-registered wealth management firm serving individuals, trusts, estates, and select employer retirement plans. The firm employs a research-driven, predominantly passive investment approach with systematic tilts and fundamental analysis, offering comprehensive financial planning and discretionary portfolio management.
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