{
  "crd_number": 106425,
  "slug": "snyder-wealth-group-medford-ny-106425",
  "primary_business_name": "SNYDER WEALTH GROUP",
  "legal_name": "MARK J SNYDER FINANCIAL SERVICES INC",
  "dbas": [
    "SNYDER CAPITAL MANAGEMENT"
  ],
  "city": "Medford",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-05-09",
  "years_registered": 35,
  "period": "2026-10-01",
  "filing_date": "2026-04-03",
  "carried_forward": false,
  "raum_total": 381996646.0,
  "raum_discretionary": 340300555.0,
  "raum_non_discretionary": 41696091.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 350270.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 269024981.0,
      "count": 544
    },
    "pension_profit_sharing": {
      "raum": 8706930.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 103914465.0,
      "count": 55
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "GA",
    "MA",
    "NC",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/markjsnyderfinancialservicesinc",
    "https://linkedin.com/company/snyder-wealth-group",
    "https://snydercapitalmanagement.com",
    "https://snyderwealthgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106425",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "MEDFORD",
  "url": "https://advisorcensus.com/firm/snyder-wealth-group-medford-ny-106425",
  "display_name": "Snyder Wealth Group",
  "summary": "Snyder Wealth Group is an SEC-registered investment advisory firm in Medford, NY, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 3, 2026.",
  "citation": "AdvisorCensus. Snyder Wealth Group (CRD 106425): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Snyder Wealth Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Snyder Wealth Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Snyder Wealth Group charge?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Flat fee: $500 to $5,000 (an investment analysis or retirement analysis); Hourly rate: $200 to $300 an hour (retirement planning consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Snyder Wealth Group located?",
      "a": "Snyder Wealth Group's principal office is in Medford, NY, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Snyder Wealth Group registered with the SEC or a state?",
      "a": "Snyder Wealth Group is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 106425."
    },
    {
      "q": "How much does Snyder Wealth Group manage?",
      "a": "Snyder Wealth Group reports $381,996,646 in regulatory assets under management in its Form ADV filing dated April 3, 2026 (89% discretionary)."
    },
    {
      "q": "How have Snyder Wealth Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Snyder Wealth Group: Regulatory assets under management: $293,821,412 in the October 2021 data and $381,996,646 in the October 2026 data, up 30%. Total employees: 11 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Snyder Wealth Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (544); high net worth individuals (55); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does Snyder Wealth Group use?",
      "a": "Snyder Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Snyder Wealth Group report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106425"
    },
    {
      "q": "What changed in Snyder Wealth Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 5."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 293821412.0,
      "total_employees": 11,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 361089592.0,
      "total_employees": 20,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 284690011.0,
      "total_employees": 11,
      "filing_date": "2023-05-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 345487200.0,
      "total_employees": 10,
      "filing_date": "2024-04-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 375659897.0,
      "total_employees": 9,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 381996646.0,
      "total_employees": 10,
      "filing_date": "2026-04-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $5,000 (an investment analysis or retirement analysis)",
      "Hourly rate: $200 to $300 an hour (retirement planning consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $5,000 (an investment analysis or retirement analysis)"
        ],
        "quotes": [
          "Fees generally range from $500 to $5,000 on a fixed fee basis (depending upon complexity) for an investment analysis or retirement analysis"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $300 an hour (retirement planning consulting services)"
        ],
        "quotes": [
          "and from $200 to $300 on an hourly basis, depending upon the level and scope of service(s) required and the professional rendering the service(s)."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "an investment analysis or retirement analysis"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 300.0,
          "period": "hour",
          "service": "retirement planning consulting services"
        }
      ]
    },
    "quotes": [
      "Fees generally range from $500 to $5,000 on a fixed fee basis (depending upon complexity) for an investment analysis or retirement analysis",
      "and from $200 to $300 on an hourly basis, depending upon the level and scope of service(s) required and the professional rendering the service(s)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/snyder-wealth-group-medford-ny-106425.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 544,
      "fewer_than_5": false,
      "raum": 269024981.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 103914465.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 8706930.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 350270.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106425",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}