SS
CFP
SS
CFP

Scott Snider

18 Years of Experience
Ponte Vedra Beach, FL

Scott Snider is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Ponte Vedra Beach, FL, with 18 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
680 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.50%

Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

822 North A1A Highway, Suite 206, Ponte Vedra Beach, FL, 32082

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mercer Global Advisors INC.
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Paragon Wealth Strategies, LLC.
October 2020 - March 2024 · 3 yrs 5 mos
Mellen Money Management LLC
November 2016 - March 2021 · 4 yrs 4 mos
Commonwealth Financial Network
September 2015 - October 2016 · 1 yr 1 mo
Commonwealth Financial NetworkBroker
September 2015 - October 2016 · 1 yr 1 mo
The Huntington Investment Company
June 2009 - October 2015 · 6 yrs 4 mos
The Huntington Investment CompanyBroker
June 2009 - October 2015 · 6 yrs 4 mos
Wachovia Securities, LLC
January 2008 - April 2009 · 1 yr 3 mos
Wachovia Securities, LLCBroker
January 2008 - April 2009 · 1 yr 3 mos
A. G. Edwards & Sons, INC.
September 2007 - January 2008 · 4 mos
A. G. Edwards & Sons, INC.Broker
August 2007 - January 2008 · 5 mos
State Registrations4 states
FLNHOHTX
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.
Scott Snider - Financial Advisor | TrueAdvisor