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The Institute for the Fiduciary Standard

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Schulz Wealth

By Knut Rostad on March 26, 2017

Schulz Wealth

Schulz Wealth

1752 Broad Park Cir N, Ste 110
Mansfield, TX 76063


817-405-4014
[email protected]
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.

Dan Moisand

 

Dan Moisand is a nationally recognized fiduciary fee-only financial planner, an Institute Real Fiduciary™ Advisor and Chair-elect of the CFP Board.

The Institute has enshrined the ‘Moisand Rule’ on fiduciary practices. It is basic and is more important today than ever: “You have to avoid conflicts. If I avoid a conflict, I don’t worry about it.”

Watch the video of Moisand speaking here.

Bob Veres

 

Bob Veres is a long term observer of financial planning. His Newsletter, “Inside information” Is a staple of leading planners. In the May edition he writes about fiduciary and the Institute.

"But a much bigger point is that the fiduciary standard—as Knut Rostad of the Institute for the Fiduciary Standard has pointed out—has been determined by the Supreme Court (1963 ruling) to be at the very heart of the Investment Advisers Act of 1940. It is the foundation of what it means to be an RIA registered with the SEC instead of a tipster or a tout."

- Bob Veres, Parting Thoughts ... The SEC's Own Compliance Culture

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