# James Werner

> James Werner is a fee-only financial advisor at Snider & Talbot in Liberty, Missouri, who holds the CFP credential. James charges a percentage of assets, hourly fees and a one-time planning fee and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/james-werner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Snider & Talbot
- **Based in:** Liberty, Missouri
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $62.8M across 170 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 6332571 (https://adviserinfo.sec.gov/individual/summary/6332571)
- **SEC registration:** Investment adviser representative in KS, MO, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.snidertalbot.com

## Frequently asked questions

### Is James Werner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Snider & Talbot reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James charges a percentage of assets, hourly fees and a one-time planning fee.

### Where is James Werner based?

James Werner is based in Liberty, Missouri.

### What does James specialize in?

James's specialties include retirement planning.

### What credentials does James Werner hold?

James Werner holds the CFP credential.

### Is James Werner registered with the SEC?

Yes. James Werner is registered as an investment adviser representative in KS, MO and TX (CRD 6332571), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Snider & Talbot manage?

Snider & Talbot reports $62.8M across 170 accounts in assets under management.

### How do I contact James Werner?

Through James's website, www.snidertalbot.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6332571): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://snidertalbot.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.