FinSym Partners, LLC

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Client assets under management

$187,987,036

Clients

51% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,088,745

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

Financial planning Portfolio management

Expertise

Passive / index investing Wealth management

Fee options

Percentage

$0 - $750,000: 1.00% $750,000 - $1,500,000: 0.75% $1,500,000+: 0.50%

Other

Fee-only: Fee-only advisor with no commissions or sales-related compensation.

Main office location

FinSym Partners, LLC

Seattle WA, United States

Number of offices

Most active in

Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 206-276-1774

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.

Passive / index investing Wealth management

Robert D

Series 65

Seattle, WA

FinSym Partners, LLC

Robert Davidson is a financial advisor at FinSym Partners, LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining FinSym Partners, he worked at Amazon for seven years and had roles at Labconnect LLC and Washington University in St. Louis. FinSym Partners is an independent wealth management firm serving individuals, trusts, estates, and a limited number of employer retirement plan sponsors. The firm employs a research-based investment approach focused on structured passive strategies with systematic tilts and provides comprehensive financial planning and discretionary portfolio management.

Passive / index investing Wealth management

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.

Passive / index investing Wealth management

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