William Snider
ONE Advisory Partners · Highlands Ranch, Colorado
William Snider is a fee-only financial advisor at ONE Advisory Partners in Highlands Ranch, Colorado. William charges an ongoing planning fee and a percentage of assets (ongoing planning from $10,000 a year and 0.35% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Executives
- Pre-retirees
- Retirees
- Founders
- High earners
Facts
| Firm | ONE Advisory Partners |
|---|---|
| Based in | Highlands Ranch, Colorado |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $10,000 a year · 0.35% a year on the first tier of assets managed · Typically works with clients with $2,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $369.5M across 316 accounts |
| SEC registration | Investment adviser representative in CO, KS · CRD 2978549 |
| Exams passed | Series 63 (2000) · Series 65 (2010) · Series 66 (2003) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | oneadvisorypartners.com |
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Questions about William
Is William Snider a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and ONE Advisory Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William charges an ongoing planning fee and a percentage of assets.
How much does William charge?
According to ONE Advisory Partners's website, checked October 30, 2026: ongoing planning from $10,000 a year; 0.35% a year on the first tier of assets managed; typically works with clients with $2,000,000 or more.
Where is William Snider based?
William Snider is based in Highlands Ranch, Colorado.
What does William specialize in?
William's specialties include retirement planning, estate & legacy planning, tax planning and founders (pre-exit). William works with executives, pre-retirees, retirees, founders and high earners.
Is William Snider registered with the SEC?
Yes. William Snider is registered as an investment adviser representative in CO and KS (CRD 2978549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ONE Advisory Partners manage?
ONE Advisory Partners reports $369.5M across 316 accounts in assets under management.
How do I contact William Snider?
Through William's website, oneadvisorypartners.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
- ONE Advisory Partners 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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