{
  "crd_number": 322617,
  "slug": "mn-wealth-advisors-llc-overland-park-ks-322617",
  "primary_business_name": "MN WEALTH ADVISORS, LLC",
  "legal_name": "MN WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-08-15",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 394235365.0,
  "raum_discretionary": 394235365.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 148185919.0,
      "count": 459
    },
    "pension_profit_sharing": {
      "raum": 1816728.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 244232718.0,
      "count": 112
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IA",
    "KS",
    "MO",
    "NE",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/mnwealthadvisors",
    "https://linkedin.com/company/mn-wealth-advisors",
    "https://mnwealthadvisors.com",
    "https://youtube.com/@MNWealthAdvisors-h7y"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322617",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/mn-wealth-advisors-llc-overland-park-ks-322617",
  "display_name": "MN Wealth Advisors, LLC",
  "summary": "MN Wealth Advisors, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. MN Wealth Advisors, LLC (CRD 322617): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is MN Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), MN Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does MN Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 states: Flat fee: $5,000 (financial planning and/or consulting services…); Hourly rate: $200 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is MN Wealth Advisors, LLC located?",
      "a": "MN Wealth Advisors, LLC's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is MN Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "MN Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322617."
    },
    {
      "q": "How much does MN Wealth Advisors, LLC manage?",
      "a": "MN Wealth Advisors, LLC reports $394,235,365 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have MN Wealth Advisors, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for MN Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2022 data and $394,235,365 in the October 2026 data. Total employees: 6 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does MN Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (459); high net worth individuals (112)."
    },
    {
      "q": "Which custodians does MN Wealth Advisors, LLC use?",
      "a": "MN Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does MN Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322617"
    },
    {
      "q": "Does MN Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 says: \"The Registrant generally requires a minimum asset level of $250,000 for investment management services.\" \"However, the Registrant, in its sole discretion, may waive or modify its minimum asset requirement, charge a lesser investment advisory fee, charge a flat fee, or waive its fee entirely based upon certain criteria\""
    },
    {
      "q": "What changed in MN Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $330,421,054 to $394,235,365 (+19%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 6,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 277355468.0,
      "total_employees": 5,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 289973136.0,
      "total_employees": 5,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 330421054.0,
      "total_employees": 5,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 394235365.0,
      "total_employees": 5,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $330,421,054 to $394,235,365 (+19%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in IA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $5,000 (financial planning and/or consulting services…)",
      "Hourly rate: $200 an hour (financial planning and/or consulting services…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Registrant generally requires a minimum asset level of $250,000 for investment management services.",
          "However, the Registrant, in its sole discretion, may waive or modify its minimum asset requirement, charge a lesser investment advisory fee, charge a flat fee, or waive its fee entirely based upon certain criteria"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 (financial planning and/or consulting services…)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable, but generally range up to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s),"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (financial planning and/or consulting services…)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable, but generally range up to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s), or are available for an hourly rate of $200."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 5000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "financial planning and/or consulting services (including investment and non-investment related matters, including estate"
        },
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and/or consulting services (including investment and non-investment related matters, including estate"
        }
      ]
    },
    "quotes": [
      "The Registrant generally requires a minimum asset level of $250,000 for investment management services.",
      "However, the Registrant, in its sole discretion, may waive or modify its minimum asset requirement, charge a lesser investment advisory fee, charge a flat fee, or waive its fee entirely based upon certain criteria",
      "Registrant’s planning and consulting fees are negotiable, but generally range up to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s),",
      "Registrant’s planning and consulting fees are negotiable, but generally range up to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s), or are available for an hourly rate of $200."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mn-wealth-advisors-llc-overland-park-ks-322617.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 459,
      "fewer_than_5": false,
      "raum": 148185919.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 112,
      "fewer_than_5": false,
      "raum": 244232718.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1816728.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322617",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}