Know What You Own and Why
At Snowball Wealth Management we believe everyone deserves balanced financial advice directly from the advisor that makes the investment decisions. We do our own research and love to educate our clients about their portfolio. We don’t have minimum net worth or minimum portfolio requirements. As an independent, fee-only, Registered Investment Advisor (RIA) we adhere to a fiduciary standard and enjoy helping our clients integrate their financial resources with their life goals.
Fee-Only RIA
$120M AUM
CFP®
Financial Planning + Asset Management
THE COMPANY
Formed from the merger of two independent, fee-only advisory firms, Snowball Wealth Management is designed to address an array of financial needs. We do our own investment analysis and planning, and work with other financial and legal professionals to ensure you have a 360° understanding of your financial life.
OUR MISSION
To help our clients achieve financial freedom through comprehensive financial planning, disciplined asset allocation, and security selection commensurate with each client’s risk profile. To provide our clients with a 360°, long-term perspective of their financial future with 24/7/365 customer service.
SERVICES
Snowball Wealth Management provides a range of financial services from custodied investment management to comprehensive financial planning to hourly projects.
OUR COMPANY
Formed from the merger of two independent, fee-only advisory firms, Snowball Wealth Management is designed to address an array of financial needs. We work with other financial and legal professionals to ensure you have a 360 degree understanding of your financial life.
Fee Structure
At Snowball Wealth Management we believe in full disclosure and proudly display our fee structure. Our fee structure is competitive and regressive. In other words, as your wealth grows, your percentage fee decreases.
COMPLIANCE
Snowball is a state registered (CO) fee-only advisor. As a result, we file several documents a year to comply with the regulations. Follow the link below to see our regulatory filings. These filings can also be found by searching for our company name or individual advisor names at www.brokercheck.finra.org.
