Advisor at Schnell Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schnell Financial Group, LLC
Location
Sedalia, MO 65301
Credentials
Series 65
Industry experience
4 years
$0 - $1,000,000: $5,000 annual fee $1,000,001 - $1,500,000: $6,250 annual fee $1,500,001 - $2,000,000: $7,500 annual fee $2,000,001 - $2,500,000: $8,750 annual fee $2,500,001 - $3,000,000: $10,000 annual fee $3,000,001 - $3,500,000: $11,250 annual fee $3,500,001 - $4,000,000: $12,500 annual fee $4,000,001 - $4,500,000: $13,750 annual fee $4,500,001 - $5,000,000: $15,000 annual fee $5,000,001 - $5,500,000: $16,250 annual fee $5,500,001 - $6,000,000: $17,500 annual fee $6,000,001 - $6,500,000: $18,750 annual fee $6,500,001 - $7,000,000: $20,000 annual fee $7,000,001 - $7,500,000: $21,250 annual fee $7,500,001 - $8,000,000: $22,500 annual fee $8,000,001 - $8,500,000: $23,750 annual fee $8,500,001 - $9,000,000: $25,000 annual fee $9,000,001 - $9,500,000: $26,250 annual fee $9,500,001 - $10,000,000: $27,500 annual fee $10,000,001 - $10,500,000: $28,750 annual fee $10,500,001 - $11,000,000: $30,000 annual fee $11,000,001 - $11,500,000: $31,250 annual fee $11,500,001 - $12,000,000: $32,500 annual fee $12,000,001 - $12,500,000: $33,750 annual fee $12,500,001 - $13,000,000: $35,000 annual fee $13,000,001 - $13,500,000: $36,250 annual fee $13,500,001 - $14,000,000: $37,500 annual fee $14,000,001 - $14,500,000: $38,750 annual fee $14,500,001 - $15,000,000: $40,000 annual fee $15,000,001 - $15,500,000: $41,250 annual fee $15,500,001 - $16,000,000: $42,500 annual fee $16,000,001 - $16,500,000: $43,750 annual fee $16,500,001 - $17,000,000: $45,000 annual fee $17,000,001 - $17,500,000: $46,250 annual fee $17,500,001 - $18,000,000: $47,500 annual fee $18,000,001 - $18,500,000: $48,750 annual fee $18,500,001 - $19,000,000: $50,000 annual fee $19,000,001 - $19,500,000: $51,250 annual fee $19,500,001 - $20,000,000: $52,500 annual fee $20,000,001 - $20,500,000: $53,750 annual fee $20,500,001 - $21,000,000: $55,000 annual fee $21,000,001 - $21,500,000: $56,000 annual fee $21,500,001 - $22,000,000: $57,000 annual fee $22,000,001 - $22,500,000: $58,000 annual fee $22,500,001 - $23,000,000: $59,000 annual fee $23,000,001 - $23,500,000: $60,000 annual fee $23,500,001 - $24,000,000: $61,000 annual fee $24,000,001 - $24,500,000: $62,000 annual fee $24,500,001 - $25,000,000: $63,000 annual fee $25,000,001 - $25,500,000: $64,000 annual fee $25,500,001 - $26,000,000: $65,000 annual fee $26,000,001 - $26,500,000: $66,000 annual fee $26,500,001 - $27,000,000: $67,000 annual fee $27,000,001 - $27,500,000: $68,000 annual fee $27,500,001 - $28,000,000: $69,000 annual fee $28,000,001 - $28,500,000: $70,000 annual fee $28,500,001 - $29,000,000: $71,000 annual fee $29,000,001 - $29,500,000: $72,000 annual fee $29,500,001 - $30,000,000: $73,000 annual fee $30,000,001 - $30,500,000: $74,000 annual fee $30,500,001 - $31,000,000: $75,000 annual fee $31,000,001 - $31,500,000: $76,000 annual fee $31,500,001 - $32,000,000: $77,000 annual fee $32,000,001 - $32,500,000: $78,000 annual fee $32,500,001 - $33,000,000: $79,000 annual fee $33,000,001 - $33,500,000: $80,000 annual fee $33,500,001 - $34,000,000: $81,000 annual fee $34,000,001 - $34,500,000: $82,000 annual fee $34,500,001 - $35,000,000: $83,000 annual fee $35,000,001 - $35,500,000: $84,000 annual fee $35,500,001 - $36,000,000: $85,000 annual fee $36,000,001 - $36,500,000: $86,000 annual fee $36,500,001 - $37,000,000: $87,000 annual fee $37,000,001 - $37,500,000: $88,000 annual fee $37,500,001 - $38,000,000: $89,000 annual fee $38,000,001 - $38,500,000: $90,000 annual fee $38,500,001 - $39,000,000: $91,000 annual fee $39,000,001 - $39,500,000: $92,000 annual fee $39,500,001 - $40,000,000: $93,000 annual fee $40,000,001 - $40,500,000: $94,000 annual fee $40,500,001 - $41,000,000: $95,000 annual fee $41,000,001 - $41,500,000: $96,000 annual fee $41,500,001 - $42,000,000: $97,000 annual fee $42,000,001 - $42,500,000: $98,000 annual fee $42,500,001 - $43,000,000: $99,000 annual fee $43,000,001 - $43,500,000: $100,000 annual fee $43,500,001 - $44,000,000: $101,000 annual fee $44,000,001 - $44,500,000: $102,000 annual fee $44,500,001 - $45,000,000: $103,000 annual fee $45,000,001 - $45,500,000: $104,000 annual fee $45,500,001 - $46,000,000: $105,000 annual fee $46,000,001 - $46,500,000: $106,000 annual fee $46,500,001 - $47,000,000: $107,000 annual fee $47,000,001 - $47,500,000: $108,000 annual fee $47,500,001 - $48,000,000: $109,000 annual fee $48,000,001 - $48,500,000: $110,000 annual fee $48,500,001 - $49,000,000: $111,000 annual fee $49,000,001 - $49,500,000: $112,000 annual fee $49,500,001 - $50,000,000: $113,000 annual fee
Hourly rates range from $90 to $385 per hour depending on service provider
Account minimum: $1,000,000 Minimum fee: $5,000 annual fee for asset value of $1,000,000 or less Fee-only: Legacy and Wealth Management fees only, no commissions received by firm or advisors
City of Sedalia (Police Department)
2016 - Present (10 years)
Schnell Financial Group, LLC
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Sedalia, MO
Edward Jones
CFP®, Series 66
Sedalia, MO
Edward Jones
Series 66
Sedalia, MO
Edward Jones
CFP®, Series 63, Series 65
Sedalia, MO
Schnell Financial Group, LLC
CFP®, Series 66
Sedalia, MO
Stackhouse Enterprises
Series 65
Sedalia, MO
Schnell Financial Group, LLC
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