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Jayson Snipes

Advisor at Hanover Square Wealth Advisors LLC

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Hanover Square Wealth Advisors LLC logo

Firm

Hanover Square Wealth Advisors LLC

Location

Winston Salem, NC 27101

Credentials

Series 65

About

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.

Client services

Based on Hanover Square Wealth Advisors LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Hanover Square Wealth Advisors LLC

Private / alternative investments Real estate investing Annuities Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Hanover Square Wealth Advisors LLC

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fees typically between $2,500 and $25,000 as a one-time fixed fee.

Percentage

$0+: Up to 1.25% annually for investment management services $0+: Up to 1.50% annually for wealth management services

Project-based

For terminated financial planning engagements, fees calculated by multiplying hours spent times hourly rate of individual providing services; specific hourly rates not stated.

Subscriptions

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.

Other

Account minimum: $1,000,000

Location

500 S. Church St, Ste. 102

Winston Salem, NC 27101

Most active in

North Carolina

Work history

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)

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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