James Werner
Snider & Talbot · Liberty, Missouri
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.
Request an introduction to James →
Specialties
Facts
| Firm | Snider & Talbot |
|---|---|
| Based in | Liberty, Missouri |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $62.8M across 170 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 6332571 |
| Exams passed | Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.snidertalbot.com |
How James's firm compares
- Snider & Talbot's average account is about $369,000, from its Form ADV (assets managed divided by 170 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Liberty
Other advisors in Missouri who focus on retirement planning
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
- Snider & Talbot 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.
See something wrong? Request a correction. Read our methodology.