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
3 years
Location
Patrick Springs, VA
Sequent Planning, LLC
Multi-team
Tyler Snow is a financial advisor at Sequent Planning, LLC with three years of industry experience. He holds a Series 65 credential and has held roles at several firms including Mutual of Omaha Investor Services and Futurity First Insurance Group. Outside of advising, he has been involved with Vista Solutions Group, offering Medicare Advantage and related plans, and works as an Uber driver. Sequent Planning, LLC serves a diverse client base including individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement-plan services through a multi-team structure that emphasizes risk management, diversified strategies, and tax-aware guidance.
Based on Sequent Planning, LLC
Based on Sequent Planning, LLC
Fixed financial planning fees, minimum $500 (limited) to $1,000 (comprehensive), maximum $5,000
$0+: up to 1.75% annually (negotiable, varies by IAR and client) $0 - $5,000,000: up to 0.75% annually (Non-Fiduciary Retirement Plan Services) $5,000,001 - $10,000,000: Tier 1 + 0.50% on Tier 2 balance (Non-Fiduciary Retirement Plan Services) $10,000,000++: Customized pricing (Non-Fiduciary Retirement Plan Services) $0 - $5,000,000: up to 1.00% annually (Fiduciary Retirement Plan Services) $5,000,001 - $10,000,000: Tier 1 + 0.75% on Tier 2 balance (Fiduciary Retirement Plan Services) $10,000,000++: Customized pricing (Fiduciary Retirement Plan Services)
Commissions earned by IARs acting as insurance agents on insurance products sold, separate from advisory fees
Hourly fee capped at $500 per hour, negotiable per IAR
Fee-only: Financial planning - hourly fees up to $500/hour; fixed fees from $500 to $5,000 depending on scope
Patrick Springs, VA
Patrick Springs VA
Advisors at this office
1
Virginia
3 years of industry experience
Sequent Planning, LLC
2023 - Present • 3 years
Patrick Springs, VA
Futurity First Insurance Group
2023 - Present • 3 years
Patrick Springs, VA
Mutual of Omaha Investor Services
2023 - 2023 • 1 year
Roanoke, VA
Uber
2022 - Present • 4 years
San Fransisco, CA
Mutual of Omaha Insurance Company
2022 - 2023 • 1 year
Roanoke, VA
Wendy's
2021 - 2022 • 1 year
Stuart, VA
Henry County Public Schools
2018 - 2021 • 3 years
Bassett, VA
Results Company
2017 - 2018 • 1 year
Stuart, VA
Walmart
2017 - 2017 • 1 year
Stuart, VA
Mid-Atlantic Textile Company
2015 - 2017 • 2 years
Stuart, VA
Vista Solutions Group
2013 - Present • 13 years
Hillsville, VA
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.
Series 66
Stuart, VA
Sovereign Financial Group, Inc.
Robert Chedester is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Sovereign Financial Group, he worked at Credentialed Wealth Advisors, LLC and Edward Jones. In addition to his advisory role, he is also a licensed insurance agent involved in the sale of life insurance and fixed annuity products. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a primarily long-term, portfolio-focused investment approach that incorporates low-cost mutual funds and ETFs, individual securities, and both fundamental and technical analysis supported by third-party AI tools.
Series 66
Stuart, VA
Edward Jones
Austin Joyce is a financial advisor at Edward Jones in Stuart, VA, holding a Series 66 designation with four years of industry experience. His background includes service in the United States Air Force for seven years and prior roles at First Command Brokerage Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)