Kloe' Schnell
Schnell Financial Group · Sedalia, Missouri
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.
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Specialties
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 |
| Assets under management | $67.3M across 271 accounts |
| SEC registration | Investment adviser representative in KS, MO · CRD 8183188 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.schnellfinancialgroup.com |
How Kloe''s firm compares
- Schnell Financial Group's average account is about $248,000, from its Form ADV (assets managed divided by 271 accounts).
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Questions about Kloe'
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Missouri
Other advisors in Missouri who focus on retirement planning
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
- Schnell Financial Group 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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