Kevin Schnell is a CFP-designated registered investment advisor at Schnell Financial Group, LLC, based in Sedalia, MO, with 20 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 90 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Schnell Financial Group's annual fee covers financial management services, including investment management, tax planning, personal income tax preparation, and estate planning. The fee is based on your net worth, excluding your personal residence and other non-business, non-investment property. The fees are fixed and not negotiable below the stated amounts, but may increase depending on the complexity of your situation.
Location
821 Thompson Boulevard, Sedalia, MO, 65301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kevin is a member/manager of Kevin L. Schnell-Attorney at Law, LLC. This activity is not investment-related.
Employment History
Current Registrations
Schnell Financial Group, LLC
Previous Registrations
Mhc Asset Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.