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Parr McKnight Wealth Management Group

Updated today

Client AUM

$892,294,871

Clients

441

Advisors

10

of 14 employees

About

Parr McKnight Wealth Management Group provides personalized financial planning and discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth clients), families, family offices, trusts, estates, private foundations and qualified retirement plans. The firm reports managing approximately $1.07 billion for about 441 clients and delivers ongoing portfolio management, financial planning and retirement‑plan advisory services through a team of ten advisors.

PMWMG’s process centers on a customized financial plan that informs portfolio construction, relying primarily on fundamental analysis and a generally long‑term investment horizon while allowing shorter‑term trading where appropriate. Investment recommendations may include equities, government and corporate bonds, municipal bonds, ETFs, REITs, mutual funds, private funds/alternative investments and structured notes, and the firm may allocate assets to unaffiliated external managers or wrap platforms for certain accounts.

Notably, the firm’s marketing materials and website reference endorsements and third‑party ratings in its advertising, which is less common among comparable team firms and is presented alongside its regulatory disclosures. The brochure also discloses that some representatives are licensed insurance professionals who may receive commission compensation, and that the firm uses institutional custodial and trading services (Trade‑PMR and affiliated clearing) and technology to support execution and reporting.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Founder/Business Owner

Demographic focus

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Fixed financial planning fees ranging from $5,000 to $300,000

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 advisory persons, in individual capacity as insurance professionals, earn commissions on insurance products

Other

Account minimum: $2,500,000 Minimum fee: Fixed fees for financial planning services ranging from $5,000 to $300,000 depending on complexity Fee-only: Financial planning fixed fees only, no commissions for advisory services

Main office

333 S 7th Street, Suite 2370

Minneapolis MN 55402

Advisors at this office

10

Most active in

Arizona · California · Colorado · Florida · Illinois · Massachusetts · Minnesota · New York · Tennessee · Texas · Washington · Wisconsin

Also doing business as

Parr Mcknight Wealth Management Group · Parr Mcknight Wealth Management Group, LLC

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 at Parr McKnight Wealth Management Group in Minneapolis, MN, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of her advisory work, she co-owns Cottage Couture, LLC, an interior design business, with her spouse. Parr McKnight Wealth Management Group serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm manages approximately $1.07 billion and offers personalized financial planning and discretionary and non-discretionary investment advisory services with a focus on customized financial plans and a primarily long-term investment approach.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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 in Minneapolis, MN, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. and Kowalski Financial, among other firms. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a team-based approach focused on customized financial plans and primarily long-term portfolio construction.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Brian M

CFP®, Series 63, Series 65

Minneapolis, MN

Parr McKnight Wealth Management Group

Brian Mcknight is a CFP® credentialed financial advisor with 27 years of industry experience, currently serving at Parr McKnight Wealth Management Group in Minneapolis, MN. He has held roles at Wells Fargo Advisors and Wells Fargo Clearing over the past 15 years. Outside of his advisory work, he has ownership in and serves as trustee for ZPOZ Capital, a private investment-related entity. Parr McKnight Wealth Management Group offers personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm manages approximately $1.07 billion and employs a customized financial planning process that guides portfolio construction using fundamental analysis and a generally long-term investment horizon.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

Anthony P

CFP®, Series 63, Series 65

Minneapolis, MN

Parr McKnight Wealth Management Group

Anthony Parr is a CFP® with 38 years of industry experience, currently serving at Parr McKnight Wealth Management Group in Minneapolis, MN. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Parr owns FA Academy, which provides content creation and training for financial advisors, and serves as an advisory board member for the Horizon Agency. Parr McKnight Wealth Management Group offers personalized financial planning and investment advisory services to individuals, families, and institutional clients. The firm manages over $1 billion in assets across about 441 clients and emphasizes customized financial plans with a primarily long-term investment approach.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors Financial Network and Neuberger Berman BD LLC. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a customized financial plan to guide portfolio construction with a primarily long-term investment approach.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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