A complete list of active advisors currently associated with Schulz Wealth, Ltd.
Warmer can help you find a great advisor at Schulz Wealth, Ltd. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Schulz Wealth, Ltd., 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.
Name |
Location |
Years of experience |
|---|---|---|
Mansfield, TX
| 0
| |
Mansfield, TX
| 30
| |
Mansfield, TX
| 8
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")