Parr McKnight Wealth Management Group logo

Parr McKnight Wealth Management Group

Updated today

Client assets under management

$892,294,871

Clients

441

37% high-net-worth

Advisors

10

of 14 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

44

Low

Average account size

$2,023,344

About

Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm that manages approximately $1.07 billion for about 441 clients through a ten-advisor team. The firm provides personalized financial planning and both discretionary and non-discretionary investment management to individuals (including high-net-worth clients), family offices, trusts, private foundations, and retirement plans.

PMWMG’s process begins with a detailed review of a client’s financial condition, goals and risk profile and typically emphasizes long-term, fundamental analysis while also executing shorter-term trades when appropriate. Portfolios may include equities, government and corporate bonds, municipal securities, ETFs, REITs, closed-end funds, structured notes, private funds/alternative investments, and PMWMG may recommend or oversee External Managers for portions of client assets; accounts are monitored on an ongoing basis with at least annual reviews.

Compared with many team firms, PMWMG maintains a relatively high account minimum and a client base oriented toward higher-net-worth and institutional relationships, and it operates on an institutional custody platform (Trade‑PMR/First Clearing) that provides access to trading, research and technology. The firm’s disclosures also note the use of endorsements and the advertisement of third‑party ratings, and some advisory personnel are licensed to sell insurance products for which they may receive separate commissions.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning General tax planning Wealth management Private / alternative investments

Occupation focus

Founder/Business Owner

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fixed fees range from $5,000 to $300,000 depending on complexity

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 0.90% $5,000,000 - $10,000,000: 0.85% $10,000,000 - $20,000,000: 0.80% $20,000,000 - $30,000,000: 0.75% $30,000,000 - $50,000,000: 0.50% $50,000,000 - $75,000,000: 0.40% $75,000,000 - $100,000,000: 0.35%

Commissions

Certain representatives are licensed insurance professionals earning commissions for selling insurance products

Other

Account minimum: $2,500,000 Minimum fee: Financial planning fixed fees range from $5,000 to $300,000 depending on complexity

Main office location

Parr McKnight Wealth Management Group

333 S 7 Th Street, Suite 2370

Minneapolis MN 55402, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Illinois · Massachusetts · Minnesota · Texas · Washington · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Patricia K

Series 63, Series 66

Minneapolis, MN

Parr McKnight Wealth Management Group

Patricia Kavanagh is a financial advisor with Parr McKnight Wealth Management Group in Minneapolis, MN, holding Series 63 and Series 66 licenses with 12 years of industry experience. She has worked at Wells Fargo Advisors and UBS Financial Services prior to joining her current firm in 2018. Outside of finance, she co-owns an interior design business, Cottage Couture, LLC, with her spouse. Parr McKnight Wealth Management Group is an SEC-registered advisory firm managing approximately $1.07 billion for a client base that includes individuals, family offices, trusts, private foundations, and retirement plans. The firm employs a personalized approach emphasizing long-term fundamental analysis while incorporating shorter-term trades when appropriate.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Emily N

CFP®, Series 66

Minneapolis, MN

Parr McKnight Wealth Management Group

Emily Noyes is a CFP® professional with three years of industry experience, currently serving at Parr McKnight Wealth Management Group. She previously worked at Wells Fargo Advisors for five years and has experience in diverse roles including at the University of St. Thomas and in the modeling industry. Emily is based in Minneapolis, MN. Parr McKnight Wealth Management Group is an SEC-registered advisory firm that manages over $1 billion for individuals, family offices, trusts, and retirement plans. The firm emphasizes personalized financial planning and employs a long-term, fundamental investment approach complemented by shorter-term trading when appropriate.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

John O

Series 63, Series 66

Minneapolis, MN

Parr McKnight Wealth Management Group

John Obrien is a financial advisor at Parr McKnight Wealth Management Group with six years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James Financial and Kowalski Financial, among other firms. Parr McKnight Wealth Management Group is an SEC-registered advisory firm managing approximately $1.07 billion for 441 clients through a team of ten advisors. The firm offers personalized financial planning and investment management for individuals, family offices, trusts, private foundations, and retirement plans, emphasizing long-term fundamental analysis alongside shorter-term trading when appropriate.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Brian M

CFP®, Series 63, Series 65

Minneapolis, MN

Parr McKnight Wealth Management Group

Brian Mcknight is a CFP® with 26 years of industry experience and is a member of the ten-advisor team at Parr McKnight Wealth Management Group in Minneapolis, MN. Prior to his current role, he worked at Wells Fargo Advisors and Wells Fargo Clearing between 2009 and 2024. Parr McKnight Wealth Management Group is an SEC-registered advisory firm managing approximately $1.07 billion for around 441 clients. The firm serves individuals, family offices, trusts, private foundations, and retirement plans, typically emphasizing long-term fundamental analysis alongside shorter-term trading when appropriate.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Anthony P

CFP®, Series 63, Series 65

Minneapolis, MN

Parr McKnight Wealth Management Group

Anthony Parr is a CFP® professional with 37 years of experience in the financial advisory industry. He is currently with Parr McKnight Wealth Management Group, where he has worked since 2024. Prior to this, he was with Wells Fargo Advisors and affiliated entities from 2009 to 2024. Outside of his advisory role, Parr is the owner of FA Academy, a business focused on content creation and training for financial advisors, and serves as an advisory board member for Horizon Agency. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm managing approximately $1.07 billion for a diverse client base including high-net-worth individuals, family offices, trusts, private foundations, and retirement plans. The firm emphasizes personalized financial planning and a combination of long-term fundamental analysis with tactical trading, offering a broad range of investment options and ongoing account monitoring.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

John R

CFP®, Series 66

Minneapolis, MN

Parr McKnight Wealth Management Group

John Rudi is a CFP® professional with 17 years of industry experience. He is currently with Parr McKnight Wealth Management Group in Minneapolis, MN, where he has worked since 2024. Prior to this, he held roles at Wells Fargo Advisors and Wells Fargo Clearing. Parr McKnight Wealth Management Group is an SEC-registered advisory firm managing approximately $1.07 billion for around 441 clients. The firm offers personalized financial planning and investment management, primarily serving high-net-worth individuals, family offices, trusts, private foundations, and retirement plans through a team of ten advisors.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Joe E

CFP®, Series 66

Minneapolis, MN

Parr McKnight Wealth Management Group

Joe Enzler is a CFP® and Series 66-licensed advisor with Parr McKnight Wealth Management Group, bringing two years of industry experience. He previously worked at Wells Fargo Advisors and Northwestern Mutual and has a background that includes roles outside finance, such as with Pro-Tree Outdoor Services and Edina Public Schools. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving individuals, family offices, trusts, private foundations, and retirement plans. The firm manages approximately $1.07 billion through a ten-advisor team, focusing on personalized financial planning and investment management that emphasizes long-term fundamental analysis combined with shorter-term trading when appropriate.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Mindy P

Series 66

Minneapolis, MN

Parr McKnight Wealth Management Group

Mindy Prow is a financial advisor at Parr McKnight Wealth Management Group with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Ameriprise Financial Services, and Merrill. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving high-net-worth individuals, family offices, trusts, private foundations, and retirement plans. The firm’s approach combines long-term fundamental analysis with tactical trading, offering personalized financial planning and investment management across a range of asset types.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Nelson M

Series 66

Minneapolis, MN

Parr McKnight Wealth Management Group

Nelson Moen is a financial advisor at Parr McKnight Wealth Management Group with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and the University of Minnesota. Moen owns Northern Arrow Ventures, an investment-related business. Parr McKnight Wealth Management Group manages approximately $1.07 billion for about 441 clients through a ten-advisor team. The firm offers personalized financial planning and investment management services to individuals, family offices, trusts, private foundations, and retirement plans, emphasizing long-term fundamental analysis alongside shorter-term trades.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Emily D

Series 66

Minneapolis, MN

Parr McKnight Wealth Management Group

Emily Dolan is a financial advisor at Parr McKnight Wealth Management Group with 12 years of industry experience. She holds a Series 66 designation and has worked at Parr McKnight Wealth Management Group since 2024, following prior roles at Wells Fargo Advisors Financial Network and PLT Inc. She also spent several years as a stay-at-home mom. Parr McKnight Wealth Management Group is an SEC-registered advisory firm managing approximately $1.07 billion for 441 clients through a ten-advisor team. The firm offers personalized financial planning and investment management primarily for high-net-worth individuals, family offices, trusts, private foundations, and retirement plans, emphasizing long-term fundamental analysis alongside shorter-term trading strategies.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
Warmer team member

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.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")