SNIDER TALBOT FINANCIAL PLANNING LLC

Overview

Snider Talbot Financial Planning LLC is an independent registered investment advisor that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm primarily operates in a non‑discretionary capacity, delivering advice, written plans and implementation guidance rather than exercising active trading authority over client accounts. Its service mix includes fee‑based asset management (percentage of AUM), hourly engagements and fixed‑fee planning, with educational seminars and workshops as a visible part of client outreach. Investmently, the firm leans heavily on collective public funds—mutual funds and similar pooled products—for core portfolio exposure, while supplementing portfolios with select third‑party alternatives in real estate, commodities and oil & gas. Snider Talbot Financial Planning LLC does not position itself as an ESG investor and is structured as a single‑owner (individual) RIA rather than a multi‑state or capital‑allocating platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices