Jayson Snipes
Advisor at Hanover Square Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Hanover Square Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Jayson Snipes is a financial advisor at Hanover Square Wealth Advisors LLC with Series 65 credentials and over one year of experience at the firm. He has a background that includes work with Maple Springs United Methodist Church and operates Snipes Accounting and Tax Service LLC. Hanover Square Wealth Advisors serves individual and high-net-worth clients, families, trusts, estates, businesses, retirement plans, and several institutional clients. The firm offers customized portfolio management combining in-house strategies and access to third-party managers, along with financial planning and retirement plan services.
Based on Hanover Square Wealth Advisors LLC
Based on Hanover Square Wealth Advisors LLC
Financial planning fees typically between $2,500 and $25,000 as a one-time fixed fee.
$0+: Up to 1.25% annually for investment management services $0+: Up to 1.50% annually for wealth management services
For terminated financial planning engagements, fees calculated by multiplying hours spent times hourly rate of individual providing services; specific hourly rates not stated.
Investment consulting fees ranging from $500 to $10,000 annually, paid quarterly in arrears; Business consulting fees ranging from $1,000 to $50,000 annually, paid quarterly in arrears; Retirement plan services fees charged as asset-based or flat fee, negotiated with plan sponsor, paid quarterly.
Account minimum: $1,000,000
500 S. Church St, Ste. 102
Winston Salem, NC 27101
North Carolina
Hanover Square Wealth Advisors, LLC
2026 - Present (1 year)
Maple Springs United Methodist Church
2024 - 2026 (2 years)
Snipes Accounting and Tax Service LLC
2017 - Present (9 years)
Lexington City Schools
2012 - 2016 (4 years)
Maple Springs United Methodist Church
2009 - 2024 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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