# Snider Talbot Financial Planning LLC

> Snider Talbot Financial Planning LLC is a state-registered investment advisory firm in Liberty, MO, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 144026
- Filed as: SNIDER TALBOT FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Liberty, MO
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144026
- AdvisorCensus page: https://advisorcensus.com/firm/snider-talbot-financial-planning-llc-liberty-mo-144026

## Quick answers

**How is Snider Talbot Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Snider Talbot Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Snider Talbot Financial Planning LLC located?**
Snider Talbot Financial Planning LLC's principal office is in Liberty, MO, according to its Form ADV.

**Is Snider Talbot Financial Planning LLC registered with the SEC or a state?**
Snider Talbot Financial Planning LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 144026.

**How much does Snider Talbot Financial Planning LLC manage?**
Snider Talbot Financial Planning LLC reports $62,812,560 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (0% discretionary).

**What types of clients does Snider Talbot Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (157); high net worth individuals (13).

**Does Snider Talbot Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144026

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $62,812,560
- Discretionary: $0
- Non-discretionary: $62,812,560

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 157 | $44,202,232 |
| High net worth individuals | 13 | $18,610,328 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2007 (18 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- snidertalbot.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Snider Talbot Financial Planning LLC (CRD 144026): Form ADV filing data as of October 2026.