Thomas
Schulte
U.S. Financial Advisors
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About this Advisor
Thomas Schulte is a certified financial planner working out of Braintree, Massachusetts with a total of 4 years of relevant experience. Schulte is an advisor for U.S. Financial Advisors. Over the course of their career, they have held roles at Us Wealth Management, Drumlins Country Club, Marist College Student Services, Michael Roberts And Associates, Marshall & Sterling Wealth Advisors and Vmturbo. Schulte is approved to work in Massachusetts. U.S. Financial Advisors is a company that has its headquarters in Braintree, MA. The company has a total of 14 financial advisors. It handles $296 million in assets under management across its 559 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 559 accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually are based on the type of financial services provided. Fees billed by U.S. Financial Advisors may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Financial Advisors Brokerage Details
$295,797,521
14
559
$529,155
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Thomas Schulte Work History
Thomas has been registered as a financial advisor for 4 years.*
Us Wealth Management
Vmturbo
Michael Roberts And Associates
Marshall & Sterling Wealth Advisors
Marist College Student Services
Drumlins Country Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Schulte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at U.S. Financial Advisors
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
