Tomas Jacobsen
Snider & Talbot · Liberty, Missouri
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.
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Specialties
Facts
| Firm | Snider & Talbot |
|---|---|
| Based in | Liberty, Missouri |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $62.8M across 170 accounts |
| SEC registration | Investment adviser representative in KS, MO · CRD 7283994 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.snidertalbot.com |
How Tomas's firm compares
- Snider & Talbot's average account is about $369,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Tomas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Liberty
Other advisors in Missouri who focus on retirement planning
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
- Snider & Talbot 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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