Schnell Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$63,326,517
Clients
91
Advisors
3
of 5 employees
About
Schnell Financial Group provides legacy and wealth management to individuals, families and business owners, serving both non‑high‑net‑worth and high‑net‑worth clients. Its services include discretionary investment management, financial and retirement planning, income tax planning and preparation, estate planning, and consulting for business retirement plans and succession matters.
The firm integrates portfolio management with tax-aware and legal-aware planning, using fundamental, technical and charting analyses and preferring exchange‑traded funds over mutual funds for many accounts. It applies individualized strategies for participant retirement accounts and uses specific asset‑valuation practices—such as farmland valuations tied to a university survey and structured treatment of business and farm assets—to align investment decisions with tax and estate outcomes.
Unlike most peers, the adviser operates affiliated legal and CPA practices, enabling in‑firm drafting of estate documents and delivery of tax preparation and advanced tax planning by credentialed professionals. The firm is relatively small—about three advisors managing roughly $67 million for around 90 clients—and combines legal, accounting and CFP® credentials alongside nontraditional staff backgrounds in its multidisciplinary planning.
Client services
Expertise
Occupation focus
Fee options
$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.
Main office
821 Thompson Boulevard
Sedalia MO 65301
Advisors at this office
3
Most active in
Kansas · Missouri
Also doing business as
Capital Asset Advisors, LLC · Fsa Wealth Strategies, LLC · Mhc Asset Management, LLC · Schnell Financial 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
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kevin S
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.
Kloe' S
Series 65
Sedalia, MO
Schnell Financial Group, LLC
Kloe' 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.
Keaton S
Series 65
Sedalia, MO
Schnell Financial Group, LLC
Keaton Schnell is a Series 65-licensed financial advisor with Schnell Financial Group, LLC in Sedalia, MO, where he has worked for 10 years. He also serves as a police officer with the City of Sedalia. Schnell has four years of industry experience. Schnell Financial Group provides legacy and wealth management services to individuals, families, and business owners, combining investment management with tax and legal planning. The firm manages approximately $61.7 million in assets and offers integrated services including discretionary portfolio management and retirement plan administration.
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