JD

Joey John Dominick

18 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
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 ActivitiesSells Insurance

Joey is an independent insurance agent involved in insurance sales. This activity is investment-related.

Employment History
Current Registrations
Snider Financial Group
January 2023 - Present · 3 yrs
Previous Registrations
Snider Financial Group
March 2018 - December 2022 · 4 yrs 9 mos
LPL Financial LLC Broker
October 2017 - July 2021 · 3 yrs 9 mos
Principal Securities, INC.
January 2014 - October 2017 · 3 yrs 9 mos
Principal Securities, INC. Broker
January 2014 - October 2017 · 3 yrs 9 mos
Morgan Stanley Broker
September 2011 - October 2013 · 2 yrs 1 mo
Morgan Stanley
September 2011 - October 2013 · 2 yrs 1 mo
Charles Schwab & Co., INC. Broker
March 2011 - October 2011 · 7 mos
Charles Schwab & Co., INC.
March 2011 - October 2011 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2010 - March 2011 · 9 mos
Waddell & Reed, INC.
December 2008 - June 2010 · 1 yr 6 mos
Waddell & Reed, INC.Broker
December 2008 - June 2010 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2007 - December 2008 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2007 - December 2008 · 1 yr 7 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.