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Schnell Financial Group, LLC

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Client assets under management

$58,394,142

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Clients

89

35% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

30

Low

Average account size

$656,114

About

Schnell Financial Group serves individuals, families and business owners with legacy and wealth management services that include discretionary investment management, retirement plan administration, income tax planning and estate planning. The firm reports about $61.7 million in assets under management across roughly 89 client relationships and generally charges asset-based (percentage-of-AUM) fees for portfolio management.

The firm’s approach integrates investment decision-making with tax and legal considerations, using a mix of fundamental, technical and charting analysis plus macroeconomic monitoring, and it prefers exchange-traded funds over mutual funds for many client accounts. For employer-sponsored plans, Schnell Financial Group administers qualified retirement plans and manages participant accounts on an individualized basis rather than applying a single, uniform strategy.

What is distinctive about the firm is that its principals also operate a licensed law practice and a registered CPA practice, allowing in-house preparation of estate planning documents and advanced tax planning alongside advisory services; those overlapping roles are disclosed and managed as potential conflicts. Originating as a tax-preparation business in 1989, the firm remains fee-only and emphasizes coordinated legal, tax and investment services, a combination that is uncommon among similarly sized supported advisers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General tax planning Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$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

Project-based

Hourly rates range from $90 to $385 per hour depending on service provider

Other

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

Main office location

Schnell Financial Group, LLC

821 Thompson Boulevard

Sedalia MO 65301, United States

Number of offices

2

Most active in

More info

Kansas · Missouri

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 660-826-4778

Advisors at this firm

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user avatar

Kevin S

CFP®, Series 63, Series 65

Sedalia, MO

Schnell Financial Group, LLC

Kevin Schnell is a CFP® with 20 years of industry experience and is the principal of Schnell Financial Group, LLC in Sedalia, MO. He has been self-employed since 2005 and also manages a licensed law practice. Schnell Financial Group serves individuals, families, and business owners with legacy and wealth management services, integrating investment management with tax and legal planning. The firm combines discretionary portfolio management with in-house estate planning and advanced tax services, a distinctive approach among similarly sized supported advisory firms.

General tax planning Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Retired
user avatar

Kloe' S

Series 65

Sedalia, MO

Schnell Financial Group, LLC

Kloe' Schnell is a financial advisor at Schnell Financial Group, LLC in Sedalia, MO, holding a Series 65 designation with less than one year of industry experience. Prior to joining the firm, Kloe' has held various roles including positions at The Lash Lounge and Mid-Continent Public Library. Schnell Financial Group serves individuals, families, and business owners with legacy and wealth management services that integrate investment management, retirement plan administration, income tax planning, and estate planning. The firm combines investment decision-making with tax and legal considerations, offering coordinated services that include a licensed law practice and CPA practice within the firm.

General tax planning Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Retired
user avatar

Keaton S

Series 65

Sedalia, MO

Schnell Financial Group, LLC

Keaton Schnell is a Series 65-licensed financial advisor with Schnell Financial Group, LLC in Sedalia, MO, where he has worked for 10 years. He also serves as a police officer with the City of Sedalia. Schnell has four years of industry experience. Schnell Financial Group provides legacy and wealth management services to individuals, families, and business owners, combining investment management with tax and legal planning. The firm manages approximately $61.7 million in assets and offers integrated services including discretionary portfolio management and retirement plan administration.

General tax planning Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Retired
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