Scott Schaeffer
MN Wealth Advisors · Overland Park, Kansas
Scott Schaeffer is a fee-only financial advisor at MN Wealth Advisors in Overland Park, Kansas. Scott 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 7177592 |
| Exams passed | Series 65 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | mnwealthadvisors.com |
| Profile |
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Questions about Scott
Is Scott Schaeffer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott 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 Scott charge for financial advice?
Scott's firm, MN Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Schaeffer based?
Scott Schaeffer is based in Overland Park, Kansas.
What does Scott specialize in?
Scott's specialties include retirement planning, tax planning, small business owners and physicians & residents. Scott works with retirees, pre-retirees, physicians, high earners and early-career professionals.
Is Scott Schaeffer registered with the SEC?
Yes. Scott Schaeffer is registered as an investment adviser representative in KS and TX (CRD 7177592), 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 Scott Schaeffer?
Through Scott'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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