Snowbird Financial LLC

Overview

Snowbird Financial LLC is an independent registered investment adviser that combines fee-based financial planning and discretionary portfolio management with insurance brokerage capabilities. The firm serves individual and family clients (including small business owners) and charges fees as a percentage of assets under management, plus hourly and fixed fees for planning or advisory engagements. Investment activity is heavily equity-oriented: the firm uses exchange-traded equities and ETFs as the core building blocks of client portfolios and supplements those exposures with mutual funds, annuities and third‑party real estate allocations. Snowbird does not position itself as a capital allocator or as an ESG-focused manager; it also does not operate as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices