MS
ChFC

Monte Lee Snider

33 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
509 clients
Average Client Portfolio
$984K average
Assets Under Management
$500.7M

Fee Structure

Minimum Investment:$200K
Financial Plan Fee:$3,500
Hourly Rate:$150 - $500/hr

Snider Financial Group charges an hourly fee for financial planning and consulting, up to $500 per hour for an Advisor and $150 per hour for an Associate Advisor or Paraplanner. The Wealth Management System has a one-time financial plan fee equal to 0.20% of total assets, subject to a $3,500 minimum. New and existing clients who transfer assets to Snider Financial Group for advisory services within six months of the delivery of the financial plan shall receive a reduced fee of 0.10% of the client’s total assets under management. The annual investment management fee is based on a percentage of assets under management. A minimum of $200,000 is required or an annualized fee of 1.75% of assets under management will be assessed.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

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

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Regulatory History (1)
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Customer Dispute
June 2011
Denied
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
Previous Registrations
LPL Financial LLC Broker
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
Exams
No exam information available for this advisor.