# Snow Canyon Financial Planning

Snow Canyon Financial Planning is an Asset Manager based in St. George, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** St. George, United States
- **Region:** North America
- **Address:** St. George, Utah, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/wilcoxaj

## Regulatory record

- **CRD number:** 338924
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338924

## About

SNOW CANYON FINANCIAL PLANNING LLC is a state-registered investment adviser. It has one employee and one investment adviser.

## Sectors

- Wealth Management
- Financial Services

## People

- Jake Taylor — Managing Partner

## Questions

### How does Snow Canyon Financial Planning construct client portfolios?

The firm builds portfolios using low-cost global index funds spanning US equities, international developed and emerging markets, and fixed income. Jake Taylor's public writing emphasizes low turnover, broad diversification, and the behavioral fortitude to hold through market cycles rather than chasing short-term outperformance (per Taylor's published books and public commentary). The firm does not use proprietary products.

### What is Jake Taylor's investment philosophy?

Taylor blends value-investing principles with cross-disciplinary mental models drawn from history, biology, and physics. His public writing and podcast appearances consistently advocate for patience, global diversification, and what he terms a 'rebel allocator' mindset that resists consensus narratives. His approach focuses on the behavioral discipline of ownership rather than market timing.

### How does the firm attract clients from outside Utah?

Taylor has built a national presence through his books — including 'The Rebel Allocator' — and appearances on investment-oriented podcasts and conferences. This content engine functions as a non-geographic client-acquisition channel, drawing individuals who self-identify with the firm's philosophical approach to investing rather than local referrals.

## Related profiles

- [FirstWave Capital Management](https://altss.com/profile/firstwave-capital-management-llc)
- [Blossom Balance](https://altss.com/profile/blossom-balance-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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