WS
CFP
WS
CFP

William Sneckner

6 Years of Experience
1 DisclosureBrokerSells Insurance

William Sneckner is a CFP-designated registered investment advisor at Ridgegate Advisors, LLC, based in Englewood, CO, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Real Estate Investing, and 2 more. Their firm serves 175 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
175 clients
Average Client Portfolio
$602K average
Assets Under Management
$105.3M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable at the sole discretion of Ridgegate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8310 S Valley Highway, Suite 480, Englewood, CO, 80112

Get directions

History

Regulatory History (1)
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Customer Dispute
January 2026
Pending
Other Business ActivitiesSells Insurance

William is involved with several Ridgegate entities, including Ridgegate Advisors, Ridgegate Alternatives, Ridgegate Financial, and Ridgegate Insurance, as well as Emerson Equity and AE Wealth Management. He spends full-time hours on these activities, which include investment advisory services, securities sales, and insurance sales.

Employment History
Current Registrations
Ridgegate Advisors, LLC
September 2025 - Present · 7 mos
Emerson Equity LLCBroker
September 2020 - Present · 5 yrs 7 mos
Previous Registrations
Ae Wealth Management, LLC
April 2021 - December 2025 · 4 yrs 8 mos
Emerson Equity LLC
November 2020 - January 2021 · 2 mos
Fidelity Brokerage Services LLCBroker
August 2019 - August 2020 · 1 yr
State Registrations3 states
CACOTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.