SD

Stephanie Doran

27 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 Road, Suite 200, Bellevue, WA, 98005

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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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Other Business Activities

Stephanie is dually registered as an Investment Advisor Representative with Snider Retirement Strategies, Inc. and Northwest Financial Choices, LLC. These entities are not affiliated.

Employment History
Current Registrations
Snider Financial Group
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Northwest Financial Choices
April 2009 - July 2025 · 16 yrs 3 mos
UBS Financial Services INC.
January 1998 - May 2009 · 11 yrs 4 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Stephanie Doran - Financial Advisor | AdvisorDiscover