MN Wealth Advisors, LLC

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Client assets under management

$392,418,637

Clients

571

20% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

190

Very High

Average account size

$687,248

About

MN Wealth Advisors, LLC provides discretionary and non‑discretionary investment advisory services to individuals, trusts, estates, business entities, and pension/profit‑sharing plans, and also offers standalone financial planning and retirement plan consulting (including ERISA 3(38) services). The firm manages portfolios across equities, fixed income, mutual funds and ETFs and reports $394 million in discretionary assets under management.

The firm generally recommends asset allocations tailored to each client’s objectives and offers ongoing monitoring and periodic reviews, and may allocate portions of client assets to unaffiliated independent managers or private investment funds. Its stated implementation toolkit includes both long‑ and short‑term equity strategies and, in limited situations, derivatives and structured products such as options strategies (including covered calls) and structured notes, and the firm may use AI tools to support analysis and client services.

Compared with many peers, MN Wealth Advisors is affiliated with a local accounting firm (MarksNelson, LLC), sharing office space and administrative personnel while keeping accounting services operationally separate, and the brochure discloses the firm’s capacity to recommend or include private funds, interval funds and cryptocurrency exposure through ETFs, separate managers, or funds. The firm’s materials also note use of third‑party ratings and describe receipt of occasional one‑off economic benefits from custodians, which are less common among similar supported advisors.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management

Fee options

Fixed

Up to $5,000 fixed fee for financial planning and consulting services.

Percentage

$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $15,000,000: 0.70% $15,000,001 - $20,000,000: 0.60% $20,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%

Project-based

$200 per hour for financial planning and consulting services.

Other

Account minimum: $250,000 Fee-only: Negotiable up to $5,000 fixed fee or $200 hourly rate for financial planning and consulting services.

Main office location

MN Wealth Advisors, LLC

6800 W 115 Th Street, Suite 3511

Overland Park KS 66211, United States

Number of offices

Most active in

Florida · Iowa · Kansas · Missouri · Nebraska · Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Lawyer

They provide legal services, typically billed separately.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website 913-897-2074

Advisors at this firm

Scott S

Series 65

Overland Park, KS

MN Wealth Advisors, LLC

Scott Schaeffer is a Series 65-registered financial advisor with MN Wealth Advisors, LLC, based in Overland Park, KS. He has six years of industry experience and has worked at firms including Integrity Advisory, LLC and Paradigm Financial Advisors. Schaeffer also spent four years at Rockhurst University. MN Wealth Advisors serves individuals, trusts, estates, business entities, and retirement plans with portfolio management, financial planning, and consulting services. The firm employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, structured products, and options strategies, and it is affiliated with MarksNelson, LLC, a CPA firm providing accounting and tax services.

Private / alternative investments Options & derivatives strategies Concentrated stock management

Anthony M

Series 63, Series 65

Overland Park, KS

MN Wealth Advisors, LLC

Anthony Moeller is a financial advisor at MN Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Integrity Advisory, LLC. Moeller is also an independent insurance agent outside of his advisory role. MN Wealth Advisors serves individuals, trusts, estates, business entities, and retirement plans with portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including equities, fixed income, structured products, and options, and is affiliated with MarksNelson, LLC, a CPA firm providing accounting and tax services to some clients.

Private / alternative investments Options & derivatives strategies Concentrated stock management

Matthew A

Series 63, Series 65

Overland Park, KS

MN Wealth Advisors, LLC

Matthew Ahrens is a financial advisor at MN Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrity Advisory, LLC from 2015 to 2023 before joining MN Wealth Advisors and its affiliated firm MarksNelson, LLC in 2023. MN Wealth Advisors serves individuals, trusts, estates, business entities, and retirement plans with portfolio management, financial planning, and consulting services. The firm uses a range of investment strategies including equities, fixed income, mutual funds, ETFs, structured products, and options, and is affiliated with a CPA firm that provides accounting and tax services to certain clients.

Private / alternative investments Options & derivatives strategies Concentrated stock management

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