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.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Sedalia, MO 65301
Schnell Financial Group, LLC
Supported
Total advisors
3Clients per advisor
30 LowAvg AUM per client
$695,896 TypicalHNW client ratio
33% TypicalKloe' 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.
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.
Sedalia, MO
821 Thompson Boulevard
Sedalia MO 65301
Advisors at this office
3
Kansas · Missouri
< 1 year of industry experience
Kevin L. Schnell-Attorney at Law, LLC
2025 - Present • 1 year
Sedalia, MO
Schnell Financial Group, LLC
2025 - Present • 1 year
Sedalia, MO
BridgeBuilder Tax + Legal Services
2025 - 2025 • 1 year
Lenexa, KS
The Binder Firm
2024 - 2024 • 1 year
Kansas City, MO
Kevin L. Schnell - Attorney at Law, LLC
2023 - 2023 • 1 year
Sedalia, MO
The Lash Lounge
2022 - 2023 • 1 year
Overland Park, KS
Forvis Mazars, LLP
2022 - 2022 • 1 year
Kansas City, MO
Schnell Financial Group, LLC
2021 - 2021 • 1 year
Sedalia, MO
Mid-Continent Public Library - Colbern Road Branch
2018 - 2021 • 3 years
Lees Summit, MO
Schnell Financial Group, LLC
2018 - 2018 • 1 year
Sedalia, MO
Student
2015 - 2025 • 10 years
Kansas City, MO
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® professional with 12 years of experience in the financial services industry. He currently operates as the sole advisor at Stackhouse Enterprises in Sedalia, MO. His prior work includes roles at Huntleigh Securities Corporation and Edward Jones. Outside of advisory work, he owns Stackhouse Tax Service, LLC, providing tax preparation and related services, and Stackhouse Insurance LLC, which offers a variety of insurance products. Stackhouse Capital LLC provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and small business owners. The firm employs a passive buy-and-hold strategy tailored to client-specific investment policy statements, focusing on asset allocation and diversification through fundamental, technical, and cyclical analysis.
Series 65
Sedalia, MO
Schnell Financial Group, LLC
Keaton Schnell is a financial advisor at Schnell Financial Group, LLC in Sedalia, MO, holding a Series 65 designation with five years of industry experience. He has also served as a police officer with the City of Sedalia since 2016. Schnell Financial Group provides legacy and wealth management services to individuals, families, and business owners, utilizing tax-aware and legal-aware planning combined with portfolio management. The firm integrates legal, accounting, and financial expertise to offer comprehensive planning, managing approximately $67 million for around 90 clients.
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 at Integrity Alliance, LLC with one year of industry experience. He holds the Series 66 designation and has worked in insurance sales since 2009 through his ownership of Sumner Insurance Services and Sumner Insurance Solutions. He serves as President Elect on the board of the National Association of Benefits & Insurance Professionals and is a board member of Applewood Christian School in Sedalia, MO. Integrity Alliance is a large advisory enterprise serving individual and institutional clients with a range of investment advisory and brokerage services. The firm supports advisors with portfolio management, financial planning, and access to third-party managers through platforms such as Envestnet and AssetMark.
Series 66
Sedalia, MO
LPL Financial
Brett Hudson is a financial advisor with LPL Financial in Sedalia, Missouri. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Invest Financial Corp and Central Bank. He is also involved with Central Bank in an investment-related capacity and has worked as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning solutions, model portfolios, and institutional platforms, supporting advisors with technology tools while managing over $819 billion in discretionary assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)