Todd Lebor
Snowball Wealth Management · Boulder, Colorado
Todd Lebor is a fee-only financial advisor at Snowball Wealth Management in Boulder, Colorado, who holds the CFP credential. Todd charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (one-time plans from $1,500 and 1% a year on the first tier of assets managed).
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Facts
| Firm | Snowball Wealth Management |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,500 · 1% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $139.3M across 164 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, CO, IL, TX · CRD 5039931 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.snowballwm.com |
| Profile |
How Todd's firm compares
- A one-time plan starts at $1,500, below the Colorado median of $2,500 for fee-only firms that publish prices.
- Snowball Wealth Management's average account is about $849,000, from its Form ADV (assets managed divided by 164 accounts).
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Questions about Todd
Is Todd Lebor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Snowball Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Todd charge?
According to Snowball Wealth Management's website, checked October 30, 2026: one-time plans from $1,500; 1% a year on the first tier of assets managed; no asset minimum.
Where is Todd Lebor based?
Todd Lebor is based in Boulder, Colorado.
What credentials does Todd Lebor hold?
Todd Lebor holds the CFP credential.
Is Todd Lebor registered with the SEC?
Yes. Todd Lebor is registered as an investment adviser representative in AZ, CA, CO, IL and TX (CRD 5039931), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Snowball Wealth Management manage?
Snowball Wealth Management reports $139.3M across 164 accounts in assets under management.
How do I contact Todd Lebor?
Through Todd's website, www.snowballwm.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
- Snowball Wealth Management 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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