Snider Financial Group, Inc., is a full-service wealth management team of Financial Advisors in
Bellevue, WA. We recognize the importance of creating long-term client relationships built on
integrity and trust. In order to earn that trust we put the clients' interests first and care for
each client's goals as if they were our own. Our investment advice services are flexible and
objective and we are not exclusive to the products of any bank, brokerage, or insurance company.
We provide unbiased financial planning for high net-worth individuals and families who seek
comprehensive, dynamic financial plans to achieve their life goals. Our goal is to bring clarity
and transparency to your complex investment challenges. These core values have created a happy
family of high net-worth clients and we would like to warmly invite you to join our family.
Monte Snider, President
|Firm Start Year:||2001|
|Name of Broker/Dealer:||LPL Financial|
|States Licensed in:||AK, AR, AZ, CA, ID, IL, KY, MD, MI, MN, MT, NJ, NY, OH, OR, PA, UT, WA, WI|
|Number of Years with Current Firm:||13|
|Work Experience:||Twenty years of experience in financial planning. I am a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and a Life Underwriter Training Council Fellow (LUTCF) and FINRA series 6, 63, 7, 65, 24, 53, and 3 registered with LPL Financial. My education includes a degree in finance from the University of Arkansas and continued education at the American College (focus includes retirement income planning, income taxation, investments, risk management and financial planning) and MetLife's Financial Planning School.|
|I work with the following types of clients:||Businesses, Individual Investors, Non-Profit Organizations|
|Advisory Services Provided:||401K Rollovers, Tax Advice and Services, Estate Planning & Trusts, Insurance Planning, Financial Planning for Businesses, Financial Advice & Consulting, Annuities, Financial Planning for Individuals, Retirement Planning, Education Funding and Planning, Money Management, Portfolio Management, Wealth Management|
|Investment Types:||Bonds, Stocks, Mutual Funds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Annuities, Insurance, Access to Real Estate, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, At your office, At your home, At my office, Via Email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Property, Life, Health, Disability, Casualty|
|Financial Organization Memberships:||Financial Services Institute, Paladin Registry, Million Dollar Roundtable|
|Firm's Number of Clients:||104|
|Firm's Number of Planning Clients:||85|
|Firm's Number of Managed Clients:||104|
|Assets Managed by Firm:||$100,000,000|
|Advisor's Number of Clients:||100|
|Advisor's Number of Managed Clients:||100|
|Advisor's Number of Planning Clients:||85|
|Assets Managed by Advisor:||$100,000,000|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$200,000|
|Compensation Methods:||Based on Assets, Hourly, Flat Fee, Commissions|
|Fee % Based on Assets:||.5 - 1.8%|
|Additional Details on Charges:||Our fees are negotiable based on client investments, situation and scope of services provided.|
|Minimum Fee Charged for Hourly Planning Accounts:||3500|
|Minimum Fee Charged for Flat Fee Accounts:||3500|
|Organization:||The Liger Foundation Visionary learning center in Phnom Pehn, Cambodia|
|Position :||Board Member|
|B.S.B.A with a Major in Finance - Finance||
University of Arkansas - Fayetteville, AR
September 1987- June 1992
Securities offered through LPL Financial, member FINRA (www.finra.org), SIPC (www.sipc.org). Investment Advisory Services offered through Snider Financial Group, a registered investment advisor not affiliated with LPL Financial.
Monte is the founder of Snider Financial Group based in Bellevue, WA. As president and financial advisor, he provides comprehensive financial planning for high net-worth individuals, business owners and families who seek unbiased, dynamic financial plans to achieve their goals.
Monte began his education in 1987 as a Finance major at the University of Arkansas, graduating in 1992. After graduation, Monte moved to Seattle and transferred the practice he began in college to MetLife Financial Services. He graduated from MetLife's Financial Planning School in 1999.
He earned the Chartered Financial Consultant (ChFC) designation in 2000, and became a Life Underwriter Training Council Fellow (LUTCF). Continued education at American College includes income taxation, investments, risk management, financial planning, and retirement income planning. Monte holds FINRA series 6, 63, 7, 65, 24, 53, and 3 with LPL Financial and is Life, Disability and Property and Casualty licensed.
Monte achieved awards for leadership among peers and for excellence as a financial consultant in 1996 and 1997. In 2001, Monte founded Snider Financial Group, a leading company named to the Five Star Wealth Manger list as seen in Seattle Magazine.
Monte enjoys donating time as a board member of the Liger Charitable Foundation, a visionary learning center for children in Phnom Pehn, Cambodia, founded by a former coworker and successful futures trader with the goal of not just trading futures, but changing futures.
Monte resides in Kirkland with his wife, a nurse at Group Health, and daughter. They enjoy boating, skiing and diving.
Financial Advice & Consulting
We provide personal, customized wealth management for high het worth clients and those building a plan for a high net worth future. Our services include investment management, retirement planning, estate planning, tax planning, education funding and planning, insurance advice, and fee based financial planning. Our personal planning approach combined with the services of LPL, the largest U.S. independent brokerage, and an easy-to-use online platform provides our clients with the personal attention, horsepower and access they require.
Financial Planning for Individuals
Our comprehensive upfront planning process is ideal for individuals. We meet with our clients face to face to understand their specific needs and circumstances then develop a personal, customized overall wealth management plan. Individual plans may include investment planning, retirement planning, estate planning, tax planning, education funding and planning, insurance advice, and fee based financial planning. We also specialize in working with individuals that own small businesses and need to manage the personal and business aspects of their overall financial picture.
Financial Planning for Businesses
As a registered investment advisor and owner of an S corporation for 13 years, I understand the taxation, administration and planning concerns of small business owners. For this reason, we specialize in working with business owners who desire a comprehensive approach for all aspects of financial planning for both personal and business needs.
Bob Kemper CPA
Heather Bush Practice Manager
|Mon.||7:30 AM - 5:30 PM|
|Tue.||7:30 AM - 5:30 PM|
|Wed.||7:30 AM - 5:30 PM|
|Thu.||7:30 AM - 5:30 PM|
|Fri.||7:30 AM - 5:30 PM|
|Fall City||Federal Way|
|Port Gamble||Port Orchard|