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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-05-2007
- Office Locations
- 2
Office Locations
About Snider Talbot Financial Planning LLC
Snider & Talbot Financial Planning is a fee-only firm providing comprehensive financial planning and ongoing portfolio management, including retirement planning, Social Security claiming and tax-aware retirement cash-flow planning, plus college planning. It serves households across income and wealth levels and charges for time spent with no commissions. Member of the Garrett Planning Network; based in Liberty, MO.
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Owner & Executives
JERRY LEE SNIDER
Director, PRINCIPAL
- CRD
- #5360790
- Ownership
- 50% but less than 75%
RICHARD HUGH TALBOT
Director, PRINCIPAL
- CRD
- #5361164
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $62,812,560 | -- |
| Total | $62,812,560 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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