Financial Symmetry Inc.

Financial Symmetry Inc. (CRD# 118443) is a financial advisory firm headquartered in Raleigh, NC. They manage $228,021,975 in 1,899 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    1,899
    ACCOUNTS
  • Average Account Value
    $120,075
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Financial Symmetry Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Michael B. Eklund
CRD#: 4581511
1511 Sunday Dr, Suite 300, Raleigh, NC 27607
98
Wealthminder
score

Michael Eklund (CRD# 4581511) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has over 15 years of experience in the finance industry.

2
William K. Dix
CRD#: 68771
1511 Sunday Dr, Suite 300, Raleigh, NC 27607
96
Wealthminder
score

William Dix (CRD# 68771) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has over 33 years of experience in the finance industry. William Dix has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Cameron H. Hendricks
CRD#: 6470381
1511 Sunday Dr, Suite 300, Raleigh, NC 27607
90
Wealthminder
score

Cameron Hendricks (CRD# 6470381) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has 1 year of experience in the finance industry. Cameron Hendricks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Grace Kvantas
CRD#: 4977868
1511 Sunday Dr, Suite 300, Raleigh, NC 27607
90
Wealthminder
score

Grace Kvantas (CRD# 4977868) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has 1 year of experience in the finance industry. Grace Kvantas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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