Sym Financial Advisors fees and pricing

Financial planner in Winona Lake, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Sym Financial Advisors charges an annual fee of $4,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $4,000/yr; “There is a minimum annual fee and it is generally no less than $4,000.”

Payment and refund terms, quoted from the fee section of the brochure.

“Qualified Plan Consulting services are billed in arrears at the beginning of each calendar quarter.”
“Upon termination, SYM will have no obligation to recommend or take any action with regard to securities, cash or other investments and will refund a pro rata portion of any prepaid and unearned advisory fees.”

Its annual fee of $4,000 is below the Indiana median of $5,000. 42% of the 36 other Indiana planners that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Minimum: $4,000 minimum fee (stated in brochure)
Clients: 1,801
Employees: 84
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed: $5,813,231,190
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 107517
Website: linkedin.com/company/sym-financial-advisors-indiana-michigan (opens in new tab)
Phone: (800) 888-7968

Is something on this page wrong or out of date?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.