A complete list of active advisors currently associated with Schulz Financial Group

Warmer can help you find a great advisor at Schulz Financial Group or one who fits your needs even better.

The firm provides discretionary asset management and financial planning and consulting to individuals, trusts, estates, charitable organizations and business entities, managing roughly $115 million in client assets. It offers ongoing portfolio management alongside fixed-fee financial planning engagements and maintains a stated account minimum of $250,000. Investment advice is guided by Modern Portfolio Theory and is implemented through discretionary asset allocation decisions, periodic rebalancing, and quarterly account reviews that consider tax-loss harvesting and suitability for each client. Clients complete a documented profile of objectives and risk tolerance and may impose written restrictions on their accounts; custodians are selected to facilitate execution and fees are typically deducted from client accounts with prior consent. A notable characteristic is that the firm’s principal is also a licensed insurance agent and some advisory representatives receive external compensation for insurance product sales, a disclosed conflict the firm says it mitigates through procedures and fiduciary duties and by allowing clients to obtain insurance elsewhere. The firm also does not vote proxies on client securities (clients receive and vote their own proxies) and is deemed to have limited custody only because advisory fees are directly deducted, practices that differ from many peers.

To learn more about the advisors currently working at Schulz Financial Group, 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.