Kansas City, MO Office
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Snider Talbot Financial Planning LLC
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Firm-wide stats for Snider Talbot Financial Planning LLC
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.
Based on Snider Talbot Financial Planning LLC
Expertise
Based on Snider Talbot Financial Planning LLC
Location
Kansas City MO
Advisors at this office
2
Advisors at this office
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.
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