Liberty, 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
12 West Kansas Street, Suite D
Liberty MO 64068-2319
Advisors at this office
2
Advisors at this office
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.
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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