SCHNELL FINANCIAL GROUP, LLC

Overview

Schnell Financial Group, LLC is an independent registered investment adviser that runs discretionary portfolios with a clear tilt toward exchange-traded equities. The firm serves both individual and family clients as well as institutional and small business relationships, combining financial planning with portfolio management and pension consulting services. Advisory work appears to be delivered through a mix of fee models — percentage of assets under management, hourly and fixed-fee arrangements — which supports both ongoing investment mandates and project-based engagements. Investment practice emphasizes liquid equity exposure managed via separately managed accounts and exchange-traded vehicles. The firm also supplements equity allocations with third-party real estate funds and uses annuities where appropriate, signaling a willingness to blend public market strategies with private real assets and insurance solutions to address income, diversification and liability-matching needs. Business activities linked to the firm include accounting services and an industry affiliation with a law firm, which can support tax and legal coordination for more complex client situations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices