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.
Location
Sedalia, MO 65301
Credentials
Series 65
Industry experience
4 years
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.
Based on Schnell Financial Group, LLC
Based on Schnell Financial Group, LLC
Based on Schnell Financial Group, LLC
$0 - $1,000,000: $5,000 annual fee (flat) $1,000,001 - $1,500,000: $6,250 annual fee (flat) $1,500,001 - $2,000,000: $7,500 annual fee (flat) $2,000,001 - $2,500,000: $8,750 annual fee (flat) $2,500,001 - $3,000,000: $10,000 annual fee (flat) $3,000,001 - $3,500,000: $11,250 annual fee (flat) $3,500,001 - $4,000,000: $12,500 annual fee (flat) $4,000,001 - $4,500,000: $13,750 annual fee (flat) $4,500,001 - $5,000,000: $15,000 annual fee (flat) $5,000,001 - $5,500,000: $16,250 annual fee (flat) $5,500,001 - $6,000,000: $17,500 annual fee (flat) $6,000,001 - $6,500,000: $18,750 annual fee (flat) $6,500,001 - $7,000,000: $20,000 annual fee (flat) $7,000,001 - $7,500,000: $21,250 annual fee (flat) $7,500,001 - $8,000,000: $22,500 annual fee (flat) $8,000,001 - $8,500,000: $23,750 annual fee (flat) $8,500,001 - $9,000,000: $25,000 annual fee (flat) $9,000,001 - $9,500,000: $26,250 annual fee (flat) $9,500,001 - $10,000,000: $27,500 annual fee (flat) $10,000,001 - $10,500,000: $28,750 annual fee (flat) $10,500,001 - $11,000,000: $30,000 annual fee (flat) $11,000,001 - $11,500,000: $31,250 annual fee (flat) $11,500,001 - $12,000,000: $32,500 annual fee (flat) $12,000,001 - $12,500,000: $33,750 annual fee (flat) $12,500,001 - $13,000,000: $35,000 annual fee (flat) $13,000,001 - $13,500,000: $36,250 annual fee (flat) $13,500,001 - $14,000,000: $37,500 annual fee (flat) $14,000,001 - $14,500,000: $38,750 annual fee (flat) $14,500,001 - $15,000,000: $40,000 annual fee (flat) $15,000,001 - $15,500,000: $41,250 annual fee (flat) $15,500,001 - $16,000,000: $42,500 annual fee (flat) $16,000,001 - $16,500,000: $43,750 annual fee (flat) $16,500,001 - $17,000,000: $45,000 annual fee (flat) $17,000,001 - $17,500,000: $46,250 annual fee (flat) $17,500,001 - $18,000,000: $47,500 annual fee (flat) $18,000,001 - $18,500,000: $48,750 annual fee (flat) $18,500,001 - $19,000,000: $50,000 annual fee (flat) $19,000,001 - $19,500,000: $51,250 annual fee (flat) $19,500,001 - $20,000,000: $52,500 annual fee (flat) $20,000,001 - $20,500,000: $53,750 annual fee (flat) $20,500,001 - $21,000,000: $55,000 annual fee (flat) $21,000,001 - $21,500,000: $56,000 annual fee (flat) $21,500,001 - $22,000,000: $57,000 annual fee (flat) $22,000,001 - $22,500,000: $58,000 annual fee (flat) $22,500,001 - $23,000,000: $59,000 annual fee (flat) $23,000,001 - $23,500,000: $60,000 annual fee (flat) $23,500,001 - $24,000,000: $61,000 annual fee (flat) $24,000,001 - $24,500,000: $62,000 annual fee (flat) $24,500,001 - $25,000,000: $63,000 annual fee (flat) $25,000,001 - $25,500,000: $64,000 annual fee (flat) $25,500,001 - $26,000,000: $65,000 annual fee (flat) $26,000,001 - $26,500,000: $66,000 annual fee (flat) $26,500,001 - $27,000,000: $67,000 annual fee (flat) $27,000,001 - $27,500,000: $68,000 annual fee (flat) $27,500,001 - $28,000,000: $69,000 annual fee (flat) $28,000,001 - $28,500,000: $70,000 annual fee (flat) $28,500,001 - $29,000,000: $71,000 annual fee (flat) $29,000,001 - $29,500,000: $72,000 annual fee (flat) $29,500,001 - $30,000,000: $73,000 annual fee (flat) $30,000,001 - $30,500,000: $74,000 annual fee (flat) $30,500,001 - $31,000,000: $75,000 annual fee (flat) $31,000,001 - $31,500,000: $76,000 annual fee (flat) $31,500,001 - $32,000,000: $77,000 annual fee (flat) $32,000,001 - $32,500,000: $78,000 annual fee (flat) $32,500,001 - $33,000,000: $79,000 annual fee (flat) $33,000,001 - $33,500,000: $80,000 annual fee (flat) $33,500,001 - $34,000,000: $81,000 annual fee (flat) $34,000,001 - $34,500,000: $82,000 annual fee (flat) $34,500,001 - $35,000,000: $83,000 annual fee (flat) $35,000,001 - $35,500,000: $84,000 annual fee (flat) $35,500,001 - $36,000,000: $85,000 annual fee (flat) $36,000,001 - $36,500,000: $86,000 annual fee (flat) $36,500,001 - $37,000,000: $87,000 annual fee (flat) $37,000,001 - $37,500,000: $88,000 annual fee (flat) $37,500,001 - $38,000,000: $89,000 annual fee (flat) $38,000,001 - $38,500,000: $90,000 annual fee (flat) $38,500,001 - $39,000,000: $91,000 annual fee (flat) $39,000,001 - $39,500,000: $92,000 annual fee (flat) $39,500,001 - $40,000,000: $93,000 annual fee (flat) $40,000,001 - $40,500,000: $94,000 annual fee (flat) $40,500,001 - $41,000,000: $95,000 annual fee (flat) $41,000,001 - $41,500,000: $96,000 annual fee (flat) $41,500,001 - $42,000,000: $97,000 annual fee (flat) $42,000,001 - $42,500,000: $98,000 annual fee (flat) $42,500,001 - $43,000,000: $99,000 annual fee (flat) $43,000,001 - $43,500,000: $100,000 annual fee (flat) $43,500,001 - $44,000,000: $101,000 annual fee (flat) $44,000,001 - $44,500,000: $102,000 annual fee (flat) $44,500,001 - $45,000,000: $103,000 annual fee (flat) $45,000,001 - $45,500,000: $104,000 annual fee (flat) $45,500,001 - $46,000,000: $105,000 annual fee (flat) $46,000,001 - $46,500,000: $106,000 annual fee (flat) $46,500,001 - $47,000,000: $107,000 annual fee (flat) $47,000,001 - $47,500,000: $108,000 annual fee (flat) $47,500,001 - $48,000,000: $109,000 annual fee (flat) $48,000,001 - $48,500,000: $110,000 annual fee (flat) $48,500,001 - $49,000,000: $111,000 annual fee (flat) $49,000,001 - $49,500,000: $112,000 annual fee (flat) $49,500,001 - $50,000,000: $113,000 annual fee (flat)
Hourly fees range from $90 to $450 per hour depending on individual providing service.
Account minimum: $1,000,000 Minimum fee: $5,000 annually for clients with assets $1,000,000 or less Fee-only: Annual advisory fees based on flat fees per asset tiers, plus additional fees for business services, tax planning, and tax preparation services.
821 Thompson Boulevard
Sedalia, MO 65301
Kansas · Missouri
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.
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.
CFP®, Series 66
Sedalia, MO
Stackhouse Enterprises
Corey Stackhouse is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Stackhouse Enterprises in Sedalia, MO. He previously worked at Edward Jones from 2014 to 2018 and has been with Huntleigh Advisors Inc. and Huntleigh Securities Corporation since 2018. Outside of advisory services, Corey owns and operates Stackhouse Tax Service, LLC, providing tax preparation and related services, and offers insurance products through Stackhouse Insurance LLC. Stackhouse Capital LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and small business owners. The firm typically implements diversified, passive buy-and-hold portfolios guided by client-specific Investment Policy Statements and offers comprehensive planning services including tax, retirement, and estate planning.
Series 65
Sedalia, MO
Schnell Financial Group, LLC
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Series 63, Series 66
Sedalia, MO
Integrity Alliance, LLC
Laramey Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Integrity Alliance, Johnson worked at Thrivent Financial and Union Pacific Railroad. Outside of advising, Johnson is the creator, writer, and host of the Christian Money Mindset podcast, which discusses financial decision-making from a biblical perspective, and serves as vice president of Redeemed Threads Consignment & Boutique, a retail and consignment business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting services, utilizing various portfolio management approaches and a range of investment products.
Series 66
Sedalia, MO
Integrity Alliance, LLC
Caleb Sumner is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and beginning his advisory career in 2024. He has over 17 years of experience in insurance through his ownership of Sumner Insurance Services and Sumner Insurance Solutions. Sumner serves as President Elect on the board of the National Association of Benefits & Insurance Professionals and is a board member of Applewood Christian School. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio construction approaches and custodial platforms.
Series 66
Sedalia, MO
LPL Financial
Brett Hudson is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2018. His prior roles include positions at Invest Financial Corp and Central Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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