A complete list of active advisors currently associated with Schulz Financial, LLC

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

Schulz Financial serves technically and financially accomplished individuals and high‑net‑worth clients, offering discretionary asset management and financial planning services; the brochure reports $46.2 million in discretionary assets under management across 46 client accounts and an account minimum of $100,000. Services described include portfolio construction, ongoing monitoring, rebalancing and regular client communications. The firm explicitly uses Modern Portfolio Theory for portfolio design, citing the Fama‑French three‑factor model and mean‑variance optimization, favors long‑term holdings, and executes periodic rebalancing. It also describes stress testing and standard‑deviation‑based risk discussions as tools to align allocations with each client’s stated risk tolerance. Operational features highlighted in the brochure include a requirement that client assets be custodied at Charles Schwab with access to Schwab Advisor Services, the use of standing letters of authorization for third‑party transfers, and quarterly personal reviews and emailed performance notices and invoices initiated by the firm’s principal. The brochure provides an illustrative fee calculation and states there have been no material changes or disciplinary disclosures since the last annual filing.

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