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FINANCIAL SYMMETRY INC.

RALEIGH, NC · CRD 118443 · IAPD ↗ · financialsymmetry.com · 919-851-8200

$1.54BRegulatory AUM
15Advisory reps
35Employees
0Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — FINANCIAL SYMMETRY INC. notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2026 — FINANCIAL SYMMETRY INC. reported RAUM up 27% ($1.21B -> $1.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2024 — FINANCIAL SYMMETRY INC. notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — FINANCIAL SYMMETRY INC. grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — FINANCIAL SYMMETRY INC. crossed $1B in regulatory AUM ($807.6M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.