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, Ltd. advises individuals (including high‑net‑worth clients), trusts, estates, and employer retirement plans, managing approximately $438 million in client assets across about 170 clients with a three‑advisor team and multiple offices. Its principal services include comprehensive wealth planning and investment management, ongoing and limited‑scope financial planning, and retirement plan consulting. The firm’s investment process is built on Modern Portfolio Theory and emphasizes diversification, Monte Carlo analysis, and a blend of active and passive management across ETFs, mutual funds, individual securities, buffer ETF strategies, and select alternative investments. Schulz Wealth typically accepts discretionary authority for managed accounts, performs manager due diligence, and conducts portfolio reviews at least quarterly. Noteworthy aspects of the firm include a formal sub‑advisory relationship with Betterment for smaller accounts, in which Schulz Wealth designs customized portfolios and oversees the ongoing suitability of that solution, and that the firm publicly references third‑party ratings in its materials. The brochure also highlights broader planning modules (e.g., cost segregation, corporate structure analysis) and the firm’s role as an ERISA fiduciary when providing retirement plan consulting.
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
| 7
|
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