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Michael Eklund

Advisor at Financial Symmetry Inc.

Updated today

Location

Raleigh, NC 27607

Credentials

CFP®, Series 63, Series 65

Industry experience

12 years

About

Michael Eklund is a CFP® with 12 years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC, where he has worked since 2012. He holds Series 63 and Series 65 licenses in addition to his CFP® designation. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and small-business 401(k) advisory services. The firm employs an evidence-based investment process overseen by a quarterly Investment Committee and often utilizes diversified mutual funds and ETFs, with a focus on factor-based funds from Dimensional Fund Advisors.

Client services

Based on Financial Symmetry Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on Financial Symmetry Inc.

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management Wealth management Retirement income strategy

Fee options

Percentage

$0.00 - $1,000,000.00: 0.85% $1,000,000.00 - $2,000,000.00: 0.70% $2,000,000.00 - $3,000,000.00: 0.55% $3,000,000.00 - and up: 0.40%

Project-based

Hourly rates from $40 to $300 per hour for financial planning and Small Business 401(k) advice.

Other

Minimum fee: $4,800 minimum annual fee for Wealth Management Fee-only: Financial Planning fees range from $1,000 to $4,000; hourly rates range from $40 to $300 per hour.

Location

5438 Wade Park Blvd, Suite 310

Raleigh, NC 27607

Most active in

North Carolina · Texas

Work history

Financial Symmetry Inc.

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher C

Series 63

Durham, NC

Chris C Crenshaw Financial Services, LLC

Christopher Crenshaw is the sole advisor at Chris C Crenshaw Financial Services, LLC, an independent firm based in Durham, NC. He holds a Series 63 designation and has 16 years of industry experience. He has been with his firm since 1996. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. It emphasizes strategic asset allocation, diversification, and both fundamental and technical analysis, serving a concentrated group of primarily high-net-worth clients alongside corporate and business clients.

Wealth management
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Raymond E

Series 65

Cary, NC

Eustace Advisors

Raymond Eustace is a financial advisor at Eustace Advisors in Cary, NC, holding a Series 65 designation with three years of industry experience. Prior to founding Eustace Advisors, he worked at ClearComm Technical Sales from 2003 to 2020 and operated Nadaje Holdings LLC from 2013 to 2022. Eustace Advisors is an independent, fee-only firm that provides advice-only financial planning and investment analysis to individuals and high-net-worth clients. The firm’s approach is based on Modern Portfolio Theory with a focus on long-term, passive investment strategies, and it offers services including financial plan development, project-based planning, ongoing planning, educational seminars, and optional tax return preparation.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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Christopher F

Series 65

New Hill, NC

Confiance Financial LLC

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has prior experience at Mediant Communications Inc. and Betanxt, where he was involved in investor communications and back-office technology platforms. Nobles divides his time between his advisory role and his executive responsibilities at BetaNXT. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a fundamentally driven, primarily long-term investment approach and may engage third-party independent managers to implement portfolio strategies.

General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting
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Naveen Reddy G

Series 65

Morrisville, NC

gnrfunds LLC

Naveen Reddy Gollapally is the sole advisor at gnrfunds LLC, an independent registered investment adviser based in Morrisville, NC. He holds a Series 65 credential and has four years of industry experience, including over a decade at Epsilon Data Management LLC prior to founding gnrfunds in 2021. Outside of his advisory work, he serves as treasurer for several day care centers planned to open in 2026 and 2027, and he is president of a UPS store, as well as a database administrator for a technology consulting firm. gnrfunds LLC serves individual investors, high-net-worth clients, and small businesses with discretionary portfolio management and retirement plan advice. The firm focuses on concentrated equity portfolios through fundamental analysis and employs various strategies including long/short positions and derivatives, offering performance-based fee arrangements to qualified clients.

Active portfolio management Concentrated stock management Options & derivatives strategies Executive
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Michael M

Series 65

Holly Springs, NC

BFWM LLC

Annuities
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David E

Series 63, Series 65

Cary, NC

Artifex Advisory Group, Inc.

David Elliott is a financial advisor at Artifex Advisory Group, Inc. in Cary, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 2013. In addition to his advisory work, Elliott is also a licensed insurance agent involved in insurance sales. Artifex Advisory Group provides fee-based investment management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages portfolios on a discretionary basis using both fundamental and technical analysis and offers ERISA-plan services including fiduciary responsibilities and participant education.

Annuities General tax planning General estate planning guidance College savings (529s, UTMA, etc.)
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