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Advisor

Curtis Snyder

Towercrest Capital Management · Newtown, Pennsylvania

Curtis Snyder is a fee-only financial advisor at Towercrest Capital Management in Newtown, Pennsylvania, who holds the CFA credential. Towercrest Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only CFA

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Facts

FirmTowercrest Capital Management
Based in Newtown, Pennsylvania
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$717.6M across 1,461 accounts
CredentialsCFA
SEC registration Investment adviser representative in NJ, PA, TX · CRD 2965205
Firm size1 employee
Disclosures None reported
Websitewww.towercrestcapital.com

How Curtis's firm compares

  • Towercrest Capital Management's average account is about $491,000, from its Form ADV (assets managed divided by 1,461 accounts).

What fee-only advisors charge in Pennsylvania

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Questions about Curtis

Is Curtis Snyder a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Curtis holds no broker registration, and Towercrest Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Curtis charge for financial advice?

Curtis's firm, Towercrest Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Curtis Snyder based?

Curtis Snyder is based in Newtown, Pennsylvania.

What credentials does Curtis Snyder hold?

Curtis Snyder holds the CFA credential.

Is Curtis Snyder registered with the SEC?

Yes. Curtis Snyder is registered as an investment adviser representative in NJ, PA and TX (CRD 2965205), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Towercrest Capital Management manage?

Towercrest Capital Management reports $717.6M across 1,461 accounts in assets under management.

How do I contact Curtis Snyder?

Through Curtis's website, www.towercrestcapital.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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