Grayson Blazek is a CFP-designated registered investment advisor at Financial Symmetry INC., based in Raleigh, NC, with 9 years of industry experience. Grayson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 873 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.55% |
| $3M+ | 0.40% |
Wealth Management has a minimum annual fee of $4,800. Emerging Wealth starts at 0.85% with no minimum fee. Fees may be negotiable in unusual circumstances.
Fee Estimator
Contact
Grayson Blazek
Location
5438 Wade Park Blvd, Suite 310, Raleigh, NC, 27607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Symmetry INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I grew up in Wilmington, NC where I developed a love for the ocean, and the activities that come with it. My wife Lauren and I met at NC State and have since made our home in Durham, NC. Our free time is often spent heading to the beach, enjoying the numerous parks the Triangle has to offer, going for walks on the American Tobacco Trail, cheering on our alma mater at basketball games, and rooting for the Chicago Cubs.
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