MN Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Up to $5,000 fixed fee for financial planning and consulting services.
$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%
$200 per hour for financial planning and consulting services.
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
6800 W 115th Street, Suite 3511
Overland Park KS 66211
Advisors at this office
3
Most active in
Florida · Iowa · Kansas · Missouri · Nebraska · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Quick links
Advisors at this firm
Scott S
Series 65
Overland Park, KS
MN Wealth Advisors, LLC
Scott Schaeffer is a financial advisor at MN Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at MarksNelson, LLC and Integrity Advisory, LLC. MN Wealth Advisors provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, business entities, and retirement plans. The firm manages portfolios across various asset classes and offers tailored asset allocation with ongoing monitoring, occasionally utilizing independent managers and private investment funds.
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 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Integrity Advisory, LLC and Sunflower Asset Management Inc. Outside of advisory work, he is a member of MOBROS, LLC, a real estate rental business. MN Wealth Advisors, LLC provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, trusts, and pension plans. The firm manages diversified portfolios and employs customized asset allocations, offering services that include financial planning and retirement plan consulting.
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.
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”)