Advisor at Snider Financial Group
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.
Firm
Snider Financial Group
Location
Warrensburg, MO
Credentials
Series 65
Industry experience
< 1 year
One-time financial plan fee equal to 0.20% of client assets (minimum $3,500); reduced to 0.10% if assets transferred to advisory services within 6 months
$200,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.75% $10,000,000+: 0.60%
Up to $500 per hour for Advisor; up to $150 per hour for Associate Advisor/Paraplanner
20% profit allocation on Razor Fund LP after contingent loss account is zero
Account minimum: $200,000 Minimum fee: Financial planning fixed fee minimum: $3,500 Fee-only: Hourly fees up to $500 per hour for Advisor; up to $150 per hour for Associate Advisor/Paraplanner; one-time financial plan fee 0.20% of assets (minimum $3,500); reduced to 0.10% if client transfers assets within 6 months
Snider Retirement Strategies, Inc.
2024 - Present (2 years)
LPL Financial LLC
2021 - 2024 (3 years)
WestPac Wealth Partners
2019 - 2021 (2 years)
SeaWorld Parks & Entertainment
2017 - 2019 (2 years)
SeaWorld Parks & Entertainment
2016 - 2017 (1 year)
San Diego State University
2015 - 2019 (4 years)
SeaWorld Parks & Entertainment
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
Series 66
Warrensburg, MO
Edward Jones
CFP®, Series 66
Warrensburg, MO
Edward Jones
Series 65
Warrensburg, MO
Financial Gravity Family Office Services, LLC
Series 63, Series 65, Series 66
Warrensburg, MO
Fortitude Advisory Group L.L.C.
Series 66
Warrensburg, MO
U.S. Bancorp Investments, INC.
Series 66
Warrensburg, MO
Cetera
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