Tomas Jacobsen is a registered investment advisor at Snider Talbot Financial Planning LLC, based in Liberty, MO, with 5 years of industry experience. Tomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 159 clients with $52M 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% |
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.
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Learn about disclosures →Employment History
Current Registrations
Snider Talbot Financial Planning LLC
State Registrations2 states
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