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ChFC
MS
ChFC

Monte Snider

Snider Financial Group
34 Years of Experience
Bellevue, WA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Monte Snider is a ChFC-designated registered investment advisor at Snider Financial Group, based in Bellevue, WA, with 34 years of industry experience. Monte operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 515 clients with $550M in assets under management.

Snider Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
515 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$549.7M

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K1.50%
$750K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees are negotiable. Accounts under $200,000 are subject to a 1.75% annual fee unless an exception applies. Clients with over $5,000,000 in assets receive partial coverage of CPA and estate attorney fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12505 Bel-Red Rd, Suite 200, Bellevue, WA, 98005

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Monte sells non-variable insurance (life, disability, health, and LTC) and property/casualty insurance, dedicating about 10-20% of his time to insurance-related activities. He also owns rental real estate and is the CEO/Owner of FinTax Partners LLC, spending minimal time on these activities.

Employment History
Current Registrations
Snider Financial Group
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
February 2009 - June 2021 · 12 yrs 4 mos
Sagepoint Financial, INC.
December 2005 - February 2009 · 3 yrs 2 mos
Sagepoint Financial, INC.Broker
October 2005 - February 2009 · 3 yrs 4 mos
Snider Financial Group
July 2001 - December 2022 · 21 yrs 5 mos
Sunamerica Securities, INC.Broker
February 2000 - October 2005 · 5 yrs 8 mos
Metlife Securities INC.Broker
July 1992 - February 2000 · 7 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
July 1992 - February 2000 · 7 yrs 7 mos
State Registrations2 states
TXWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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