Jerry Snyder
Retirement Strategies · Dublin, Ohio
Jerry Snyder is a fee-only financial advisor at Retirement Strategies in Dublin, Ohio, who holds the CFP credential. Retirement Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Retirement Strategies |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $272.7M across 1,003 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 1049006 |
| Exams passed | Series 63 (2010) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.retirement-strategies.com |
How Jerry's firm compares
- Retirement Strategies's average account is about $272,000, from its Form ADV (assets managed divided by 1,003 accounts).
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Questions about Jerry
Is Jerry Snyder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and Retirement Strategies 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's firm, Retirement Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jerry Snyder based?
Jerry Snyder is based in Dublin, Ohio.
What credentials does Jerry Snyder hold?
Jerry Snyder holds the CFP credential.
Is Jerry Snyder registered with the SEC?
Yes. Jerry Snyder is registered as an investment adviser representative in OH (CRD 1049006), 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 Retirement Strategies manage?
Retirement Strategies reports $272.7M across 1,003 accounts in assets under management.
How do I contact Jerry Snyder?
Through Jerry's website, www.retirement-strategies.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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