Schnell Financial Group, LLC logo

Schnell Financial Group, LLC

Updated today

Client assets under management

$63,326,517

Clients

91

33% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

30

Low

Average account size

$695,896

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

Financial planning Portfolio management Pension consulting

Expertise

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Attorney Self-Employed

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Fee options

Percentage

$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)

Project-based

Hourly fees range from $90 to $450 per hour depending on individual providing service.

Other

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 location

Schnell Financial Group, LLC

821 Thompson Boulevard

Sedalia MO 65301, United States

Number of offices

3

Most active in

Kansas · Missouri

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

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.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
user avatar

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.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
user avatar

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.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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