Schulz Wealth, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$311,515,187
Clients
170
Advisors
3
of 3 employees
About
Schulz Wealth works with individuals (including high‑net‑worth clients), trusts, defined contribution retirement plans, 529 plans, and small businesses, offering comprehensive wealth planning that combines investment management with financial planning, as well as limited‑scope and ongoing planning and retirement plan consulting. The firm’s Form ADV reports approximately $438 million in regulatory assets under management and manages both discretionary and non‑discretionary accounts for roughly 170 client relationships.
The firm’s investment process is grounded in Modern Portfolio Theory and a goal‑based planning framework, using Monte Carlo simulations and targeted factor tilts (momentum, value, small‑cap, and profitability) to inform diversified asset allocations. Portfolios may include a mix of active and passive exposures — ETFs, mutual funds, individual equities and bonds, Buffer ETF strategies, alternative investments, and structured notes — and the firm typically recommends Betterment as a sub‑manager for clients with less than $900,000 in investable assets.
Distinctive disclosures in the brochure include that the firm advertises third‑party ratings, a practice the filing notes is uncommon among peers, and that it employs a formal sub‑advisory relationship with Betterment for smaller accounts. The brochure also highlights specialized planning modules (tax and corporate planning, cost segregation, real estate analysis) and the firm’s ability to arrange securities‑backed lines of credit while continuing to manage the pledged assets, a relationship the firm acknowledges can create a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
Ongoing Financial Planning: fixed fee assessed semi-annually, amount based on scope and complexity; Limited-Scope Financial Planning: fixed fee, half due at signing and half at delivery of plan; Retirement Plan Consulting: flat fees ranging $6,000 to $60,000 or annual percentage fees based on AUM starting at flat $6,000 for <$2,000,000
Less than $900,000 - $899,999: 1.35% $900,000 - $1,499,999: 1.10% $1,500,000 - $2,999,999: 1.00% $3,000,000 - $5,999,999: 0.83% $6,000,000 - $9,999,999: 0.65% $10,000,000+: 0.55%
Main office
560 N. Walnut Creek, Suite 120
Mansfield TX 76063
Advisors at this office
3
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert S
CFP®, Series 63
Mansfield, TX
Schulz Wealth, Ltd.
Robert Schulz is a CFP® with 30 years of industry experience. He is the principal advisor at Schulz Wealth, Ltd., where he has worked since 2014 following an 18-year tenure at First Texas Financial Services Corp. Schulz Wealth serves individuals, trusts, retirement plans, 529 plans, and small businesses, providing comprehensive wealth planning that integrates investment management with financial planning. The firm employs a Modern Portfolio Theory-based investment process with diversified asset allocations and uses both active and passive investment vehicles.
Krystal L
Series 65
Mansfield, TX
Schulz Wealth, Ltd.
Krystal La Follette is a financial advisor at Schulz Wealth, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Schulz Wealth, she held roles at Texas A&M University and the Kennedale School District. Schulz Wealth serves individuals, trusts, retirement plans, 529 plans, and small businesses, combining investment management with comprehensive financial planning. The firm uses a goal-based planning framework and a mix of active and passive investment strategies, managing approximately $438 million in assets across around 170 client relationships.
Austin S
CFP®, CFA®, Series 65
Mansfield, TX
Schulz Wealth, Ltd.
Austin Smith is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Schulz Wealth, Ltd. since 2018 and previously worked at TCG Advisors, Intrust Fiduciary, and South Western. Schulz Wealth, Ltd. serves individuals, trusts, retirement plans, 529 plans, and small businesses, combining investment management with financial planning. The firm uses a Modern Portfolio Theory-based approach with goal-based planning, employing diversified portfolios that include active and passive investments, and utilizes Betterment as a sub-manager for smaller accounts.
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