William D. Holt
FINANCIAL SYMMETRY
RALEIGH, NC 27607
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CRD#: 4024019
Professional summary
William Douglas Holt, CFP® is a registered financial advisor currently at FINANCIAL SYMMETRY INC. located in Raleigh, North Carolina.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. William has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
I'm a Certified Financial Planner ™ and Certified Public Accountant in Raleigh-Durham who helps clients plan for retirement, invest wisely and create tax-efficient strategies.
I work with clients who want the benefits of building a long-term relationship with an experienced tax and financial professional. For more than 20 years I've been helping individuals, families and small business owners plan for their future and save on taxes by discovering unused deductions and simplifying complex tax situations.
I started my career at a local public accounting firm and eventually became a partner in the practice. In 2006 I decided to bring my in-depth knowledge of taxes and accounting to the financial planning world and joined Financial Symmetry. Now, I help clients in the Triangle Area and across the United States create, plan and achieve their financial goals.
As a fee-only financial advisor, I build relationships with clients based on unbiased advice and solutions that are in the client’s best interest. At Financial Symmetry we offer comprehensive financial planning that helps improve all aspects of your financial well-being from creating a budget to finding tax efficient withdrawal strategies in retirement.
If you want to work with an experienced financial planner who can help invest wisely, plan for retirement and save on taxes, contact me and let’s talk. You can connect with me by phone: (919) 851-8200 ext.203, via email: wholt@financialsymmetry.com or on LinkedIn.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Charitable Giving
College/Education Planning
Corporate Executives
Estate & Generational Planning...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view William Douglas Holt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
January 12, 2017 - Present
FINANCIAL SYMMETRY INC.
Office #1: 5438 Wade Park Blvd Suite 310, Raleigh, NC 27607RIA
CRD#: 118443
RALEIGH, NC
Past
December 31, 2001 - April 24, 2006
OSAIC FS, INC.
RIA
CRD#: 3870
RALEIGH, NC
Past
October 11, 1999 - April 24, 2006
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FINANCIAL SYMMETRY INC.
FINANCAL SYMMETRY INC. | FINANCIAL SYMMETRY INCORPORATED | FINANCIAL SYMMETRY INC.
CRD#: 118443 / SEC#: 801-62698
RIA
Registered Investment Advisory firm - (1/28/2004 Approved)North Carolina
Registered Investment Advisory firm - (1/28/2004 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(1/12/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
FINANCIAL SYMMETRY INC.
FINANCAL SYMMETRY INC. | FINANCIAL SYMMETRY INCORPORATED | FINANCIAL SYMMETRY INC.
CRD#: 118443 / SEC#: 801-62698
RIA
Registered Investment Advisory firm - (1/28/2004 Approved)North Carolina
Registered Investment Advisory firm - (1/28/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5438 Wade Park Blvd Suite 310, Raleigh, NC 27607
Mailing Address
Phone number
(919) 851-8200
Established
Firm type
Fiscal year end
# of Employees
33
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,000 |
| AUM (Assets Under Management) | $ 1,210,652,897 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 02/27/2024 | ||
| 10/28/2022 |
Red Flags
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Company Information
FINANCIAL SYMMETRY INC.
CRD#: 118443Raleigh, NC 27607TRUST BUT VERIFY
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Contact information
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