# Tomas Jacobsen

> Tomas Jacobsen is a fee-only financial advisor at Snider & Talbot in Liberty, Missouri. Tomas charges a percentage of assets, hourly fees and a one-time planning fee and focuses on retirement planning.

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

## Facts

- **Firm:** Snider & Talbot
- **Based in:** Liberty, Missouri
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $62.8M across 170 accounts
- **Specialties:** Retirement planning
- **CRD:** 7283994 (https://adviserinfo.sec.gov/individual/summary/7283994)
- **SEC registration:** Investment adviser representative in KS, MO
- **Exams passed:** Series 65 (2020)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.snidertalbot.com

## Frequently asked questions

### Is Tomas Jacobsen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tomas 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 Tomas charge for financial advice?

Tomas charges a percentage of assets, hourly fees and a one-time planning fee.

### Where is Tomas Jacobsen based?

Tomas Jacobsen is based in Liberty, Missouri.

### What does Tomas specialize in?

Tomas's specialties include retirement planning.

### Is Tomas Jacobsen registered with the SEC?

Yes. Tomas Jacobsen is registered as an investment adviser representative in KS and MO (CRD 7283994), 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 Tomas Jacobsen?

Through Tomas's website, www.snidertalbot.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7283994): 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://snidertalbot.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.