Snyder Wealth Group fees and pricing
Financial planner in Medford, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Snyder Wealth Group charges $200-$300 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$300/hr
“Fees generally range from $500 to $5,000 on a fixed fee basis (depending upon complexity) for an investment analysis or retirement analysis, and from $200 to $300 on an hourly basis, depending upon the level and scope of service(s) required and the professional rendering the service(s).”
- Flat or project fee
- $500-$5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Snyder Wealth Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Registrant’s consulting fees are negotiable and 15 4890-1946-7937, v. 1 are generally due upon commencement of the engagement.”
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “Upon termination, the Registrant shall refund (or debit if paid in arrears) the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”
How Snyder Wealth Group’s fees compare
- Its hourly rate of $200-$300 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 spans the New York median of $4,500. 32% of the 251 other New York planners that publish a flat or project fee charge less.
About Snyder Wealth Group
“To the extent specifically requested by a client, Registrant may provide limited financial planning consulting services.”
- Firm size: 10 employees.
- Registered as an adviser: 1991 (35 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Minimum
- $100,000 in assets (stated in brochure)
- Clients
- 599
- Employees
- 10
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $381,996,646
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106425
- Phone
- (631) 289-4224
Can advise clients in 12 states: California, Connecticut, Florida, Georgia, Massachusetts, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.