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Jared Brandon Snider

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
43 advisors
Number of Clients
3,215 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
Financial Plan Fee:$2,500 - $100,000
Hourly Rate:$250/hr

Wealth Management fees are based on a percentage of assets under management, generally around 1% annually, but can vary based on portfolio size and services. Financial planning consulting fees are either hourly ($250/hour) or fixed ($2,500 to $100,000). Executive service fees are negotiated annually with the sponsoring corporation. The firm may charge lower fees based on anticipated additional assets, related accounts, pre-existing client relationships, or pro bono activities. Some clients may have grandfathered fee schedules. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

9108 N. Kelley Avenue, Oklahoma City, OK, 73131

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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

Jared is an equity partner (less than 5%) at Exencial Wealth Advisors, LLC since 2019, dedicating his entire workweek to the firm. He does not participate in any outside business activities that are investment related or require his active engagement.

Employment History
Current Registrations
Exencial Wealth Advisors
April 2014 - Present · 11 yrs 9 mos
Previous Registrations
Trinity Portfolio Advisors, LLC
November 2013 - April 2014 · 5 mos
State Registrations8 states
CAFLKSLANCOHOKTX
Advisor
Exams
No exam information available for this advisor.