# Philip Snyder

> Philip Snyder is a fee-only financial advisor at Snyder Asset Management in Hunt Valley, Maryland, who holds the CFA credential. Philip charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Snyder Asset Management
- **Based in:** Hunt Valley, Maryland
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $112.3M across 263 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees, Founders, Physicians
- **CRD:** 5098265 (https://adviserinfo.sec.gov/individual/summary/5098265)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.snyderassetmgmt.com/

## Frequently asked questions

### Is Philip Snyder a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Snyder Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Philip charge for financial advice?

Philip charges a percentage of assets.

### How much does Philip charge?

According to Snyder Asset Management's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Philip Snyder based?

Philip Snyder is based in Hunt Valley, Maryland.

### What does Philip specialize in?

Philip's specialties include retirement planning, tax planning and estate & legacy planning. Philip works with retirees, pre-retirees, founders and physicians.

### What credentials does Philip Snyder hold?

Philip Snyder holds the CFA credential.

### Is Philip Snyder registered with the SEC?

Yes. Philip Snyder is registered as an investment adviser representative in MD (CRD 5098265), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Snyder Asset Management manage?

Snyder Asset Management reports $112.3M across 263 accounts in assets under management.

### How do I contact Philip Snyder?

Through Philip's website, www.snyderassetmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5098265): 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://snyderassetmgmt.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.