Advisor at Sequent Planning, LLC
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.
Location
Patrick Springs, VA
Credentials
Series 65
Industry experience
2 years
Tyler Snow is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds a Series 65 credential and has worked previously at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of advisory work, he is an insurance agent offering life, health, Medicare, and annuity products and is also contracted through Vista Solutions Group to provide Medicare Advantage and prescription drug plans. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets across roughly 70 advisors and employs ETF-based strategic models alongside a structured financial planning process.
Based on Sequent Planning, LLC
Based on Sequent Planning, LLC
Fixed fees for financial planning services range from $500 to $5,000
Negotiable up to 1.75% annually for Asset Management Services
IARs who are insurance agents may receive commissions on insurance products sold separately from advisory fees
Hourly fees capped at $500 per hour for financial planning services
Fee-only: Asset Management and Financial Planning fees are negotiable; Financial Planning fees can be hourly (up to $500/hour) or fixed ($500 to $5,000)
Patrick Springs, VA
Virginia
Sequent Planning, LLC
2023 - Present (3 years)
Futurity First Insurance Group
2023 - Present (3 years)
Mutual of Omaha Investor Services
2023 - 2023 (1 year)
Uber
2022 - Present (4 years)
Mutual of Omaha Insurance Company
2022 - 2023 (1 year)
Wendy's
2021 - 2022 (1 year)
Henry County Public Schools
2018 - 2021 (3 years)
Results Company
2017 - 2018 (1 year)
Walmart
2017 - 2017 (1 year)
Mid-Atlantic Textile Company
2015 - 2017 (2 years)
Vista Solutions Group
2013 - Present (13 years)
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
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Series 66
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