Thomas Snyder
Advisor at Harlow Wealth Management, Inc. — Vancouver, WA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Vancouver, WA 98660
Harlow Wealth Management, Inc.
Team
Total advisors
7Clients per advisor
93 HighAvg AUM per client
$638,859 LowHNW client ratio
15% LowThomas Snyder is a Series 65 licensed financial advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with two years of industry experience. He has worked with Harlow Wealth Management in various capacities since 2022 and is also involved with Harlow Insurance Agency. Harlow Wealth Management serves individuals, including high-net-worth clients, as well as 401(k) participants, trusts, estates, and businesses. The firm offers investment management and financial planning, typically implementing client portfolios through recommended sub-advisors and managed account programs that combine core index strategies with satellite allocations.
Based on Harlow Wealth Management, Inc.
Based on Harlow Wealth Management, Inc.
Fixed fees for stand-alone financial planning engagements, generally $5,000 to $50,000 depending on complexity
Startup to $1 million - $1 million: 1.00% $1 million - $4 million: 0.75% $4 million - $8 million: 0.60% $10 million - $20 million: 0.35% $20 million+: Fixed Dollar (amount not specified)
Commissions earned from sale of insurance products through affiliate Harlow Insurance Agency, LLC
Account minimum: $500,000 (may be waived at Firm's discretion) Fee-only: Stand-alone financial planning fees generally range from $5,000 to $50,000 (fixed fee)
Vancouver, WA
400 East Mill Plain Blvd., Suite 200
Vancouver WA 98660
Advisors at this office
7
Washington
2 years of industry experience
Harlow Insurance Agency, LLC
2025 - Present • 1 year
Vancouver, WA
Harlow Wealth Management, Inc
2025 - Present • 1 year
Vancouver, WA
Harlow Wealth Management
2023 - 2024 • 1 year
Vancouver, WA
Great Falls Voyagers
2023 - 2023 • 1 year
Great Falls, MT
Harlow Wealth Management
2022 - 2023 • 1 year
Vancouver, WA
Binghamton University
2022 - 2023 • 1 year
Binghamton, NY
Pacific Lutheran University
2018 - 2022 • 4 years
Parkland, WA
Evergreen High School
2014 - 2018 • 4 years
Vancouver, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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