Robert
Schulz
Schulz Wealth, LTD
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About this Advisor
Robert Schulz is a certified financial planner operating in Mansfield, Texas with a total of 9 years of industry experience. Schulz works at Schulz Wealth, LTD. Their career trajectory has included roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, First Texas Financial Services Corp and Schulz Wealth, LTD. Schulz maintains a Series 63 license, which qualifies them as a securities broker, and is able to advise clients in Texas. Schulz Wealth, LTD is a business based out of Mansfield, TX. The investment advisory business has just four employees. It controls $228 million in total assets between its 571 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 571 accounts, 57% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice are based on the type of financial services. However, fee types charged by Schulz Wealth, LTD likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schulz Wealth, LTD Brokerage Details
$228,437,204
4
571
$400,065
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Schulz Work History
Robert has been registered as a financial advisor for 9 years.*
Schulz Wealth, LTD
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
First Texas Financial Services Corp
*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 Robert Schulz 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 Schulz Wealth, LTD
Mansfield, TX
Mansfield, TX
Mansfield, TX
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.
