Jerry Snider
Snider & Talbot · Kansas City, Missouri
Jerry Snider is a fee-only financial advisor at Snider & Talbot in Kansas City, Missouri. Jerry charges a percentage of assets, hourly fees and a one-time planning fee and focuses on retirement planning.
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Specialties
Facts
| Firm | Snider & Talbot |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $62.8M across 170 accounts |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 5360790 |
| Exams passed | Series 65 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.snidertalbot.com |
How Jerry's firm compares
- Snider & Talbot's average account is about $369,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Jerry
Is Jerry Snider a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry 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 Jerry charge for financial advice?
Jerry charges a percentage of assets, hourly fees and a one-time planning fee.
Where is Jerry Snider based?
Jerry Snider is based in Kansas City, Missouri.
What does Jerry specialize in?
Jerry's specialties include retirement planning.
Is Jerry Snider registered with the SEC?
Yes. Jerry Snider is registered as an investment adviser representative in KS, MO and TX (CRD 5360790), 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 Jerry Snider?
Through Jerry's website, www.snidertalbot.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas City
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.
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