Advisor at Snider Talbot Financial Planning LLC
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Firm
Snider Talbot Financial Planning LLC
Location
Kansas City, MO
Credentials
Series 65
Industry experience
18 years
Jerry Snider is a financial advisor at Snider Talbot Financial Planning LLC in Kansas City, MO, holding a Series 65 designation with 18 years of industry experience. He has been with Snider Talbot Financial Planning since 2007. Snider Talbot Financial Planning provides fee-only financial planning and investment advice primarily to individuals and couples, as well as trusts, estates, charitable organizations, groups, and small businesses. The firm employs a fundamental, long-term buy-and-hold investment approach focused on strategic asset allocation and low-cost mutual funds and ETFs, typically managing accounts on a non-discretionary basis with client approval required for transactions.
Based on Snider Talbot Financial Planning LLC
Based on Snider Talbot Financial Planning LLC
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.75% annually on the excess over $250,000 $500,001+: 0.50% annually on the excess over $500,000
$250 per hour
Fee-only: Hourly fees of $250 per hour; project fees quoted in advance; no commissions or third-party payments received
Kansas City, MO
Kansas · Missouri · Texas
Snider Talbot Financial Planning LLC
2007 - Present (19 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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