Stacey Snow is a CFP-designated registered investment advisor at Prism Advisors, INC., based in Studio City, CA, with 21 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 242 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prism Advisors offers comprehensive portfolio management through a wrap fee program. Specific percentage fees and schedules for this service are detailed in a separate wrap fee program brochure. For legacy asset management clients, Prism Advisors charges a monthly flat fee ranging from $500 to $10,000, with total annual fees not to exceed 3% of managed assets.
Location
4361 Tujunga Avenue, Suite A, Studio City, CA, 91604
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Prism Advisors, INC.
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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
More Advisors
- Ryan Humbert, CFPPrism Advisors, INC.
- Joseph Solomon, CFPLPL Financial LLC
- Jodi Rosenbloom, ChFCMML Investors Services, LLC
- Peter Criswell, ChFCKellogg Wealth Advisors, INC.
- Pamela Marshall, CFPLPL Financial LLC
- Maria Babilonia, CFPJdm Financial Group LLC