Patricia Kavanagh
Parr McKnight Wealth Management Group · Minneapolis, Minnesota
Patricia Kavanagh is a fee-only financial advisor at Parr McKnight Wealth Management Group in Minneapolis, Minnesota. Patricia focuses on small business owners, retirement planning and founders (pre-exit). Parr McKnight Wealth Management Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
- Executives
- Early-career professionals
Facts
| Firm | Parr McKnight Wealth Management Group |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.07B across 2,040 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6288825 |
| Exams passed | Series 63 (2014) · Series 66 (2015) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.parrmcknightwmg.com |
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Questions about Patricia
Is Patricia Kavanagh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Parr McKnight Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Parr McKnight Wealth Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patricia Kavanagh based?
Patricia Kavanagh is based in Minneapolis, Minnesota.
What does Patricia specialize in?
Patricia's specialties include small business owners, retirement planning and founders (pre-exit). Patricia works with founders, retirees, pre-retirees, executives and early-career professionals.
Is Patricia Kavanagh registered with the SEC?
Yes. Patricia Kavanagh is registered as an investment adviser representative in MN (CRD 6288825), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Parr McKnight Wealth Management Group manage?
Parr McKnight Wealth Management Group reports $1.07B across 2,040 accounts in assets under management.
How do I contact Patricia Kavanagh?
Through Patricia's website, www.parrmcknightwmg.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
- Parr McKnight Wealth Management 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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