Financial Symmetry Incorporated
- Regulatory AUM
- $1.5B
- Discretionary
- $949M
- Clients
- 873
- Avg AUM / client
- $1.8M
- Accounts
- 5,370
- Employees
- 35
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 326 | $146M | 9.45% |
| High net worth individuals | 546 | $1.4B | 90.4% |
| Charitable organizations | 1 | $1.6M | 0.1% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Alexander Ramsay | President Chief Compliance Officer | CFP | Jun 2001 (25y) | 10% – 25% |
| Micheal C Smith | Principal | CFP | Apr 2006 (20y) | 10% – 25% |
| Allison Marie Berger | Principal | CFP | Jan 2008 (19y) | 10% – 25% |
| William Douglas Holt | Principal | CFP | Nov 2009 (17y) | 10% – 25% |
| Michael Barry Eklund | Principal | CFP | Apr 2013 (13y) | 10% – 25% |
| Gudac, Heather, Sue | Secretary, Coo | Apr 2014 (12y) | Less than 5% | |
| Cameron Hill Hendricks | Principal | CFP | Apr 2015 (11y) | 5% – 10% |
| Grace Rooth Kvantas | Principal | CFP | Jan 2016 (11y) | Less than 5% |
| Grayson Edward Blazek | Principal | CFP | Jan 2017 (10y) | Less than 5% |
| Haley Jo Modlin | Principal | CFP | Jan 2020 (7y) | Less than 5% |
| Darian Chantel Billingsley | Principal | CFP | Jun 2020 (6y) | Less than 5% |
| Colton Morgan Tickle | Principal | Aug 2020 (6y) | Less than 5% | |
| Keeley White, Angela, Rose | Principal | Mar 2023 (3y) | Less than 5% | |
| Christian Aurelio Polanco | Registered representative | CFP | Feb 2022 (5y) | |
| Garrick Michael King | Registered representative | CFP | Jul 2022 (4y) | |
| Niamh Douglas | Registered representative | CFP | Feb 2024 (3y) | |
| Jade Michael Brookreson | Registered representative | Jul 2024 (2y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 973 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Pershing $470M (31% of AUM) May 2026
- Fidelity Investments $40.9M (9% of AUM) Aug 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗