FAQs
Whether you're new to investing, or just new to Financial Symmetry, we've provided a list of "frequently asked questions" about our industry and our firm.
We hope you find them helpful and informative.
Do you sell insurance products?
We can help you determine what risks you have and what type and amount of coverage is appropriate...
What is the difference between active and passive investing?
What is the difference between active and passive investing? And which do you use?
Why do I need an investment strategy?
All of your accounts should be considered when implementing a investment strategy.
Why do I need a financial planner?
Using a Financial Planner can help you stay on track towards meeting your goals and help identify cost savings and strategies...
Do you have an investment minimum?
No, we do not have a strict minimum...
If I become a client, who will I work with?
Financial Symmetry uses a team approach in our client relationships to utilize areas of expertise and efficiencies throughout our firm...
What types of accounts do you manage?
We manage a wide range of investment accounts such as...
If I invest with you, where will my money be held?
Financial Symmetry does not hold or have custody over any of our clients' investments...
Does FSI Have a Privacy Policy? What is it?
Yes, Financial Symmetry Inc. follows a privacy policy...
What licenses are available in this industry and which ones does FSI have?
There are many, many licenses required to trade in the security markets. Each license covers fairly specific types of trading. Financial Symmetry, Inc. is a Registered Investment Advisor...
How is this Industry Regulated? Who Oversees Regulation?
There is not a single regulatory structure that covers...
Why should I choose Financial Symmetry Inc. over another company?
Today's financial world is the most complex in history. Our clients have a financial advocate to help them reach their goals...
How much money should I expect to spend on these services?
We believe that what clients really need is a financial advocate and feel this type of relationship can only happen with an independent fee planner...
How might a financial advisor help me?
We can help you develop a comprehensive financial plan tailored to the needs of your particular situation, including a detailed breakdown of how your financial picture may develop in the future...
Can you help me with my 401(k)?
Whether you are just starting a new job, changing jobs, facing retirement or inheriting a 401(k)...
How are you paid?
We are paid only by our clients. We provide fee-only financial planning and investment management advice to individuals and their families...
What Is Fee-Only Financial Planning?
"Fee-only financial planning" means we neither sell products nor receive commissions....
What is an ADV?
The ADV is the registration form for Investment Advisors. Form ADV contains information about...
What is a CFP?
CFP® is the highest standard in the industry for financial planning credentials. CFP® certification requires...
