Stacey Snow
Prism Advisors · Studio City, California
Stacey Snow is a fee-only financial advisor at Prism Advisors in Studio City, California, who holds the CFP credential. Prism Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Stacey →
Facts
| Firm | Prism Advisors |
|---|---|
| Based in | Studio City, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $515.1M across 720 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4914756 |
| Exams passed | Series 65 (2019) · Series 66 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | prismadvisors.com |
How Stacey's firm compares
- Prism Advisors's average account is about $715,000, from its Form ADV (assets managed divided by 720 accounts).
Request an introduction to Stacey
Tell Stacey a little about what you're looking for. Stacey 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 Stacey
Is Stacey Snow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stacey holds no broker registration, and Prism Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stacey charge for financial advice?
Stacey's firm, Prism Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stacey Snow based?
Stacey Snow is based in Studio City, California.
What credentials does Stacey Snow hold?
Stacey Snow holds the CFP credential.
Is Stacey Snow registered with the SEC?
Yes. Stacey Snow is registered as an investment adviser representative in CA (CRD 4914756), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prism Advisors manage?
Prism Advisors reports $515.1M across 720 accounts in assets under management.
How do I contact Stacey Snow?
Through Stacey's website, prismadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Studio City
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.
See something wrong? Request a correction. Read our methodology.