Snider Talbot Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$62,812,560
Total clients
170
8% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
43
Average account size
$369,486
About
Snider Talbot Financial Planning, LLC serves primarily individuals and couples and also works with groups and small businesses through tailored financial-education sessions. The firm provides fee-only financial planning on an hourly or project basis and offers ongoing assets-under-management services through a four-advisor team, managing roughly $62.8 million for about 170 clients.
The firm’s advice process begins with detailed information gathering, followed by recommended asset allocation and selection of primarily low-cost, no-load mutual funds and ETFs within a fundamental, long-term buy-and-hold framework and periodic rebalancing. Uncommonly for similar team firms, Snider Talbot does not trade on a discretionary basis for client accounts and requires client approval before executing investment transactions.
Snider Talbot’s offering of tailored educational seminars and workshops for groups and small businesses is a distinctive element relative to peers. The advisory team combines corporate finance and teaching experience and includes CFP®-credentialed personnel, operates on a fee-only basis without commission or third‑party compensation, and directs clients to qualified custodians while maintaining no custody and not voting client securities.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
Wealth management
Fee options
$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
Main office location
Snider Talbot Financial Planning LLC
12 West Kansas Street, Suite D
Liberty MO 64068-2319, United States
Number of offices
1
Most active in
Snider Talbot Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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