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817-405-4014
rob.schulz@schulzwealth.com
schulzwealth.com

Services

Schulz Wealth will work with clients remotely. Schulz Wealth offers comprehensive wealth management, investment management, and financial planning.

Compensation methods accepted
Assets Under Management (AUM)
Fixed fee based on assets or financial circumstances.

Required education for senior advisors in the firm
CFP® (Certified Financial Planners)

Link to SEC/state registration:
https://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=172194

Rob Schulz
Schulz Wealth

I formed my RIA in 2014 to create the type of unbiased client/adviser relationship I had always envisioned. Schulz Wealth offers a clear, simple, and direct connection between who we work for and how we are compensated. In short, the better our clients do, the better we do as a firm. That’s the way it should be when the end goal is to maximize and build wealth for our clients.

A broker is paid by commissions, which can vary greatly based on the type and number of investments they recommend. RIAs are compensated according to a clear fee schedule, regardless of which investments they recommend or how many trades they execute. This is why many brokers fear full disclosure of compensation because they are unsure of the value they provide to the client. As a fiduciary, I welcome full disclosure because the unencumbered advice I provide has great value and always puts my clients’ best interests first. As a fiduciary, my goals are aligned with my clients’ goals. I have a specific legal obligation, in addition to the moral obligation I put upon myself, to always act in my clients’ best interests. This alignment provides the opportunity for a lifetime relationship that is based upon my clients’ financial success. We act as true strategic partners and have a vested interest in each of our client’s success.