Anthony Moeller
MN Wealth Advisors · Overland Park, Kansas
Anthony Moeller is a fee-only financial advisor at MN Wealth Advisors in Overland Park, Kansas. Anthony focuses on retirement planning, tax planning and small business owners. MN Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Physicians
- High earners
- Early-career professionals
Facts
| Firm | MN Wealth Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $394.2M across 1,173 accounts |
| SEC registration | Investment adviser representative in KS, TX · CRD 1759361 |
| Exams passed | Series 63 (1987) · Series 65 (2012) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | mnwealthadvisors.com |
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Questions about Anthony
Is Anthony Moeller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and MN Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, MN Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anthony Moeller based?
Anthony Moeller is based in Overland Park, Kansas.
What does Anthony specialize in?
Anthony's specialties include retirement planning, tax planning, small business owners and physicians & residents. Anthony works with retirees, pre-retirees, physicians, high earners and early-career professionals.
Is Anthony Moeller registered with the SEC?
Yes. Anthony Moeller is registered as an investment adviser representative in KS and TX (CRD 1759361), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MN Wealth Advisors manage?
MN Wealth Advisors reports $394.2M across 1,173 accounts in assets under management.
How do I contact Anthony Moeller?
Through Anthony's website, mnwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MN Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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