SS
ChFC

Sheldon Douglas Sweeney

12 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

Sheldon sells non-variable insurance and dedicates about 10-20% of his time to this investment-related activity since 2009.

Employment History
Current Registrations
Snider Financial Group
January 2023 - Present · 3 yrs
Previous Registrations
Snider Financial Group
August 2019 - December 2022 · 3 yrs 4 mos
LPL Financial LLC Broker
August 2019 - July 2021 · 1 yr 11 mos
Hornor, Townsend & Kent, LLC
February 2014 - August 2019 · 5 yrs 6 mos
Hornor, Townsend & Kent, LLC Broker
February 2013 - August 2019 · 6 yrs 6 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Sheldon Douglas Sweeney - Financial Advisor | AdvisorDiscover