Financial Symmetry Inc.

Financial Symmetry Inc. is a registered investment adviser based in Raleigh, NC, established in 2001. The firm specializes in providing objective financial advice and operates under the fiduciary principle, prioritizing clients' best interests. With thirteen partners, FSI manages approximately $807,615,000 in financial assets for 705 family groups, offering services such as Financial Planning and Wealth Management. The Wealth Management service includes financial planning, tax planning, estate planning, and disciplined investment management. Fees for Wealth Management start at 0.85% of portfolio assets with a minimum annual fee of $3,600. FSI also offers Small Business 401(k) Advice as a Limited-Scope 3(21) Fiduciary Investment Advisor. The firm's investment committee meets monthly to discuss long-term investment outlook and employs a strategy focusing on broad and specific themes within asset classes. FSI primarily recommends mutual funds and ETFs, particularly those from Dimensional Fund Advisors. The firm does not accept performance-based fees and has no disciplinary events to disclose. Clients have the option for discretionary or non-discretionary portfolio management, with most portfolios managed on a discretionary basis. FSI does not vote on client securities proxies and does not solicit prepayment of fees.