David Snyder
Sweeney Financial Advisors · Bedford, New Hampshire
David Snyder is a fee-only financial advisor at Sweeney Financial Advisors in Bedford, New Hampshire, who holds the CFP credential. David charges a percentage of assets (1.375% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
- Multi-generational families
- Divorced individuals
Facts
| Firm | Sweeney Financial Advisors |
|---|---|
| Based in | Bedford, New Hampshire |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.375% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $403.2M across 806 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MA, NH · CRD 6486383 |
| Exams passed | Series 63 (2015) · Series 65 (2015) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sfmllc.net |
| Profile |
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Questions about David
Is David Snyder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Sweeney Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a percentage of assets.
How much does David charge?
According to Sweeney Financial Advisors's website, checked October 30, 2026: 1.375% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is David Snyder based?
David Snyder is based in Bedford, New Hampshire.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning and tax planning. David works with retirees, pre-retirees, high earners, multi-generational families and divorced individuals.
What credentials does David Snyder hold?
David Snyder holds the CFP credential.
Is David Snyder registered with the SEC?
Yes. David Snyder is registered as an investment adviser representative in FL, MA and NH (CRD 6486383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Sweeney Financial Advisors manage?
Sweeney Financial Advisors reports $403.2M across 806 accounts in assets under management.
How do I contact David Snyder?
Through David's website, www.sfmllc.net.
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
- Sweeney Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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