Snider Financial Group

Snider Financial Group, also known as Snider Retirement Strategies, Inc., is a registered investment adviser based in Bellevue, Washington. Established in 2001 and registered since 2008, the firm specializes in providing personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Investment advice covers various areas such as financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. The firm offers financial planning and consulting services with hourly fees up to $500 per hour and investment management services with annual fees ranging from 0.60% to 1.75% based on assets under management. Clients have the option to grant investment discretion to the advisor, who makes final decisions on investment selection for discretionary accounts. Snider Financial Group does not act as a custodian of client assets, and clients maintain control of their assets. The firm utilizes a third-party platform for managing client assets, with a focus on strategic asset allocation and tactical overlay to achieve portfolio diversification and risk control. Clients are encouraged to review statements provided by the custodian to ensure accuracy. The firm does not charge performance-based fees and does not accept proxy authority to vote client securities. Snider Financial Group does not receive soft dollars in excess of what is allowed by regulations and does not direct client transactions to a particular broker-dealer in return for benefits. The firm may receive non-soft-dollar support services and products from LPL Financial to assist in monitoring and servicing client accounts. Clients may be referred to the advisor by promoters, and compensation for referrals is paid from the investment advisory fees earned by the advisor.