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| MN Wealth Advisors LLC
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| CRD # | 322617 |
| SEC # | 801-126395 |
| CIK # | 0001992972 |
| AUM | 394.2 M (2026-02-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 913-897-2074 |
| Address | 6800 W 115th Street Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (2/25/2026) [Brochure] |
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Item 5 Fees and Compensation
A.
INVESTMENT ADVISORY SERVICES
The Registrant’s annual investment advisory fee shall range from 0.25% up to 1.20%, on
a tiered basis of the total assets placed under the Registrant’s management/advisement as
set forth in the following fee schedule:
Value of Assets Annual Percentage Fee
First $500,000 1.20%
$500,001to $2,000,000 1.00%
$2,000,001 to $5,000,000 0.85%
$5,000,0001 to $10,000,000 0.80%
$10,000,001 to $15,000,000 0.70%
$15,000,001 to $20,000,000 0.60%
$20,000,001 to $25,000,000 0.50%
$25,000,001 to $50,000,000 0.40%
$50,000,001 to $100,000,000 0.30%
Over $100,000,000 0.25%
Fees are calculated on a graduated basis. For each portion of the assets within the
designated asset range, the respective fee is applied against that value.
RETIREMENT PLAN SERVICES
The Registrant provides pension consulting services, in the capacity of a 3(38) advisor,
pursuant to which it assists sponsors of self-directed retirement plans with the selection
and/or monitoring of investment alternatives from which plan participants shall choose in
self-directing the investments for their individual plan retirement accounts. he Registrant’s
annual fee for these services shall generally range from negotiable up to 1.50% of the total
assets maintained within the plan.
FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE)
The Registrant may provide financial planning and/or consulting services (including
investment and non-investment related matters, including estate planning, insurance
planning, etc.) on a stand-alone fee basis. 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.
B. Clients may elect to have the Registrant’s advisory fees deducted from their custodial account.
Both Registrant’s Agreement and the custodial/clearing agreement may authorize the custodian
to debit the account for the amount of the Registrant’s investment advisory fee and to directly
remit that advisory fee to the Registrant in compliance with regulatory procedures. In the
limited event that the Registrant bills the client directly, payment is due upon receipt of the
Registrant’s invoice.
C. As discussed below, unless the client directs otherwise or an individual client’s
circumstances require, Registrant shall generally recommend that Charles Schwab & Co.
Inc. (“Schwab”) serve as the broker-dealer/custodian for client investment management
assets. Broker-dealers such as Schwab charge transaction fees for effecting certain
securities transactions.
In addition to the Registrant’s investment management fee and/or transaction fees, clients
will also incur, relative to all mutual fund and exchange traded fund purchases, charges
imposed at the fund level (e.g., management fees and other fund expenses).
D. Registrant's annual investment advisory fee shall be prorated and paid quarterly, in arrears,
based upon the average daily balance (including cash and cash equivalents and any accrued
interest or dividends) during the previous quarter. The Registrant generally requires a
minimum asset level of $250,000 for investment management services.
However, the Registrant, in its sole discretion, may waive or modify its minimum asset
requirement, charge a lesser investment advisory fee, charge a flat fee, or waive its fee
entirely based upon certain criteria (i.e., anticipated future earning capacity, anticipated
future additional assets, dollar amount of assets to be managed, related accounts, account
composition, complexity of the engagement, grandfathered fee schedules, Registrant
employees and family members, courtesy accounts, competition, negotiations with client,
etc.).
As result of the above, similarly situated clients could pay different fees.
With the exception of a financial planning engagement on a project basis, which may
automatically terminate upon the completion of the project, agreements between the
Registrant and the client will continue in effect until terminated by either party by written
notice in accordance with the terms of the Agreement. Upon termination, the Registrant,
to the extent applicable, shall refund to the client any unearned, prepaid fees.
E. Neither the Registrant, nor its representatives accept compensation from the sale of
securities or other investment products. |
| Account Minimums and Types of Clients — Form ADV Part 2A (2/25/2026) [Brochure] |
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Item 7 Types of Clients
The Registrant’s clients shall generally include individuals, business entities, trusts, estates
and pension and profit-sharing plans. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 4.3 | ||
| Apple Inc | 3.6 | ||
| Nvidia Corp | 3.4 | ||
| ServiceNow Inc | 3.4 | ||
| Microsoft Corp | 3.1 | ||
| Nike Inc | 2.9 | ||
| Alphabet Inc | 2.7 | ||
| Broadcom Inc | 2.3 | ||
| Lilly Eli & Co | 1.9 | ||
| Wal Mart Stores Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 459 | 148.2 |
| (b) Individuals (high net worth individuals) | 112 | 244.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,173 | 394.2 |
| By Discretionary | ||
| Discretionary | 1,173 | 394.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,173 | 394.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.2 | |
| Total | 1,173 | 394.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001992972] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Quarry Hill Advisors LLC
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Vawter Financial Ltd
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Integrity Investment Advisors LLC
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394.3 M | |
|
AJ Advisors LLC
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|
Virginia Wealth Management Group Inc
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|
VA | 393.8 M |
|
Bellevue Asset Management LLC
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|
WA | 393.7 M |