A complete list of active advisors currently associated with Ronald Ray Schulze

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The firm provides personalized, fee-only investment management primarily to individual clients, offering discretionary portfolio management alongside financial planning guidance on matters such as retirement, taxes, college funding and cash flow. Communication includes periodic reviews and a monthly newsletter, and clients are accepted at the firm’s discretion. The investment approach centers on tactical asset allocation with a core-and-satellite framework and employs charting, fundamental, technical and cyclical analysis. The firm also offers an explicit timing service—executing mutual fund trades on a discretionary basis under a limited power of attorney—and has at times used ETFs or stocks to cross-hedge family exposures. Distinctive features include a long registration history (since 1990) and CFP certification, a strictly fee-only model with no commissions or product affiliations, and a small, exclusively discretionary client base (approximately $7 million managed for about 13 clients as of 12/31/25). The firm does not vote client proxies, typically recommends discount custodians for execution, and does not impose a firm account minimum (custodial minimums may apply).

To learn more about the advisors currently working at Ronald Ray Schulze, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.