Snider Talbot Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Snider Talbot Financial Planning, LLC serves primarily individuals and couples and also works with groups and small businesses through tailored financial-education sessions. The firm provides fee-only financial planning on an hourly or project basis and offers ongoing assets-under-management services through a four-advisor team, managing roughly $62.8 million for about 170 clients.
The firm’s advice process begins with detailed information gathering, followed by recommended asset allocation and selection of primarily low-cost, no-load mutual funds and ETFs within a fundamental, long-term buy-and-hold framework and periodic rebalancing. Uncommonly for similar team firms, Snider Talbot does not trade on a discretionary basis for client accounts and requires client approval before executing investment transactions.
Snider Talbot’s offering of tailored educational seminars and workshops for groups and small businesses is a distinctive element relative to peers. The advisory team combines corporate finance and teaching experience and includes CFP®-credentialed personnel, operates on a fee-only basis without commission or third‑party compensation, and directs clients to qualified custodians while maintaining no custody and not voting client securities.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.75% annually on the excess over $250,000 $500,001+: 0.50% annually on the excess over $500,000
$250 per hour
Fee-only: Hourly fees of $250 per hour; project fees quoted in advance; no commissions or third-party payments received
Main office
See office12 West Kansas Street, Suite D
Liberty MO 64068-2319
Advisors at this office
2
Offices (2)
Most active in
Kansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
James W
CFP®, Series 65
Liberty, MO
Snider Talbot Financial Planning LLC
James Werner is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Snider Talbot Financial Planning LLC since 2014 and previously worked for the City of Parkville from 2011 to 2017. Snider Talbot Financial Planning provides fee-only financial planning and investment advice primarily to individuals and couples, as well as trusts, estates, charitable organizations, groups, and small businesses. The firm employs a fundamental, long-term buy-and-hold investment approach focused on strategic asset allocation and low-cost mutual funds and ETFs, with most managed accounts handled on a non-discretionary basis.
Richard T
Series 65
Kansas City, MO
Snider Talbot Financial Planning LLC
Richard Talbot is a financial advisor at Snider Talbot Financial Planning LLC in Kansas City, MO, holding a Series 65 credential with 18 years of industry experience. He has been with Snider Talbot Financial Planning since 2007. Snider Talbot Financial Planning provides fee-only financial planning and investment advice mainly to individuals and couples, as well as trusts, estates, charitable organizations, groups, and small businesses. The firm employs a fundamental, long-term buy-and-hold strategy focused on strategic asset allocation and low-cost mutual funds and ETFs, generally managing accounts on a non-discretionary basis with client approval required for transactions.
Jerry S
Series 65
Kansas City, MO
Snider Talbot Financial Planning LLC
Jerry Snider is a financial advisor at Snider Talbot Financial Planning LLC in Kansas City, MO, holding a Series 65 designation with 18 years of industry experience. He has been with Snider Talbot Financial Planning since 2007. Snider Talbot Financial Planning provides fee-only financial planning and investment advice primarily to individuals and couples, as well as trusts, estates, charitable organizations, groups, and small businesses. The firm employs a fundamental, long-term buy-and-hold investment approach focused on strategic asset allocation and low-cost mutual funds and ETFs, typically managing accounts on a non-discretionary basis with client approval required for transactions.
Tomas J
Series 65
Liberty, MO
Snider Talbot Financial Planning LLC
Tomas Jacobsen is a financial advisor with Snider Talbot Financial Planning LLC, holding a Series 65 designation and six years of industry experience. He has a long tenure with the Lawson R-XIV School District, where he has worked since 1997. Snider Talbot Financial Planning serves primarily individuals and couples, as well as groups and small businesses through tailored financial-education sessions. The firm offers fee-only financial planning and ongoing asset management with a focus on low-cost, no-load mutual funds and ETFs within a long-term buy-and-hold approach, requiring client approval before executing transactions.
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