A complete list of active advisors currently associated with Schnell Financial Group, LLC
Warmer can help you find a great advisor at Schnell Financial Group, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Schnell Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sedalia, MO
| 5
| |
Sedalia, MO
| 20
| |
Sedalia, MO
| 0
|
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