Financial Symmetry Inc. fees and pricing
Financial planner in Raleigh, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 29, 2026, Financial Symmetry Inc. charges $40-$300 an hour and a flat or project fee of $1,000-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $40-$300/hr
“Our current hourly rates range from $40-$300/hour.”
- Flat or project fee
- $1,000-$4,000
“Our typical plan cost is between $1,000–$4,000 but may be higher depending on level of complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Symmetry Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the end of quarter value and are prorated for partial quarters.”
- “Fees are billed quarterly in arrears based on the end of quarter value and are prorated for partial quarters.”
- “In unusual circumstances, fees are negotiable.”
How Financial Symmetry Inc.’s fees compare
- Its hourly rate of $40-$300 is below the North Carolina median of $300. 9% of the 177 other North Carolina planners that publish an hourly rate charge less.
- None of the 23 other planners in Raleigh that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$4,000 is below the North Carolina median of $4,800. 26% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 1 of the 20 other planners in Raleigh that publish a flat or project fee charge less.
About Financial Symmetry Inc.
“Our Firm's History Financial Symmetry Inc. was formed in 2001 with the goal of providing FSI’s clients with objective financial advice.”
- Firm size: 35 employees.
- Founded: 2001 (25 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.85% a year
- Minimum
- $4,800 minimum fee (stated in brochure)
- Clients
- 872
- Employees
- 35
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $1,540,631,895
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118443
- Phone
- (919) 851-8200
Can advise clients in 12 states: California, Florida, Georgia, Illinois, Massachusetts, Maryland, North Carolina, New Hampshire, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Raleigh that publish fees
- Advisorstrust Partners LLCRaleigh$500/hr, $2,000-$20,000
- Armor Investment Advisors, LLCRaleigh$250-$300/hr, $2,500-$40,000
- Beacon Financial Strategies Corp.Raleigh$400/hr
- Beacon Wealthcare LLCRaleigh$15,000
- Cameron Advisors, LLCRaleigh$200/hr
- Cima FinancialRaleigh$350/hr, $2,200-$30,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.