Firm
Snider & Talbot
Liberty, Missouri
Fee-only
Snider & Talbot at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 170 individual clients, 13 of them high net worth.
- Its average account is about $369,000 (assets it manages divided by its 170 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Liberty, Missouri |
|---|---|
| Website | snidertalbot.com |
| Phone | (816) 223-4149 |
Snider & Talbot fees
Snider & Talbot doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $63 million |
| Individual clients | 157 |
| High-net-worth clients | 13 |
| Accounts managed | 170 |
| Employees | 4 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 144026 |
Advisors at this firm (4)
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