Mn Wealth Advisors, LLC

MN Wealth Advisors, LLC is a registered investment adviser established in Kansas in June 2022 and registered with the U.S. Securities and Exchange Commission in August 2022. The firm is owned by MarksNelson, LLC, and offers discretionary and non-discretionary investment advisory services on a fee basis. Services may include financial planning and consulting, with additional fees for extraordinary services. MN Wealth Advisors primarily recommends allocating assets among individual equity, debt securities, mutual funds, and ETFs based on client objectives. The firm also provides retirement plan consulting services under ERISA. Fees range from 0.25% to 1.20% annually based on total assets managed. Clients may have fees deducted from their accounts or billed directly. The firm does not participate in wrap fee programs and had $277,355,468 in assets under management as of March 29, 2023. MN Wealth Advisors does not accept performance-based fees, and clients include individuals, businesses, trusts, estates, and pension plans. The firm uses fundamental and technical analysis for investment strategies, with a focus on long-term and short-term purchases. MN Wealth Advisors does not have disciplinary actions, and its representatives do not receive compensation from securities sales. Clients have the option to engage the firm on a discretionary basis, with the ability to impose restrictions. MN Wealth Advisors does not vote client proxies and does not require advance fees exceeding $1,200 per client. The firm's Chief Compliance Officer is Anthony Moeller.