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
CFP®, Series 63, Series 65
Industry experience
20 years
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.
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
SELF EMPLOYED
2005 - Present (21 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 66
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