# Kloe' Schnell

> Kloe' Schnell is a fee-only financial advisor at Schnell Financial Group in Sedalia, Missouri. Kloe' focuses on retirement planning, estate & legacy planning and tax planning. Schnell Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kloe-schnell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Schnell Financial Group
- **Based in:** Sedalia, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $67.3M across 271 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 8183188 (https://adviserinfo.sec.gov/individual/summary/8183188)
- **SEC registration:** Investment adviser representative in KS, MO
- **Exams passed:** Series 65 (2025)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.schnellfinancialgroup.com

## Frequently asked questions

### Is Kloe' Schnell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kloe' holds no broker registration, and Schnell Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kloe' charge for financial advice?

Kloe''s firm, Schnell Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Kloe' charge?

According to Schnell Financial Group's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.

### Where is Kloe' Schnell based?

Kloe' Schnell is based in Sedalia, Missouri.

### What does Kloe' specialize in?

Kloe''s specialties include retirement planning, estate & legacy planning and tax planning.

### Is Kloe' Schnell registered with the SEC?

Yes. Kloe' Schnell is registered as an investment adviser representative in KS and MO (CRD 8183188), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Schnell Financial Group manage?

Schnell Financial Group reports $67.3M across 271 accounts in assets under management.

### How do I contact Kloe' Schnell?

Through Kloe''s website, www.schnellfinancialgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8183188): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.schnellfinancialgroup.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.