James Werner is a CFP-designated registered investment advisor at Snider Talbot Financial Planning LLC, based in Liberty, MO, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 170 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees are based on the aggregate of all accounts managed for a client and prorated for partial billing periods.
Fee Estimator
Location
12 West Kansas Street, Suite D, Liberty, MO, 64068-2319
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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 →Other Business Activities
James owns and manages a rental property in Parkville, MO, since 2011. Although the property generates income, a management company handles all aspects of the rental business, making it a passive investment.
Employment History
Current Registrations
Snider Talbot Financial Planning LLC
State Registrations3 states
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
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