Schultz Financial Group Inc.

Financial Advisor in Reno, NV

Firm Info
Address: 5190 Neil Rd Suite 450, Reno, NV 89502, USA
Phone: (775) 850-5620

Firm Size
Assets Under Management: $165.8 million
# of Advisors: 7
# of Clients: 414
Client to Advisor Ratio: 59:1
Average Account Size: $400,499
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Hourly
  • Fixed Fees (Other than subscription)

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Schultz Financial Group Incorporated Overview

Schultz Financial Group Incorporated is a fee-only registered investment advisory firm based in Reno, NV that has been in business since 1983. They specialize in providing investment advice to individuals and small businesses as their primary service. The firm prides itself on being independent, objective, and transparent with their clients. In addition to investment advice, Schultz Financial Group Incorporated offers financial planning services to help clients reach their long-term financial goals. They also offer portfolio management services aimed at maximizing returns while minimizing risks for their clients. One unique aspect of Schultz Financial Group Incorporated is their selection of other advisors service. They leverage their expertise to help clients carefully select and manage other advisors, ensuring that clients get the best possible advice from those they work with. Overall, Schultz Financial Group Incorporated is a comprehensive investment advisory firm that has helped numerous clients achieve their financial goals since their founding in 1983. They are committed to providing personalized service to each client, helping them navigate the complex world of investment and achieve their financial goals with confidence.

based on project scope percentage-based fees retainer-based fees Schultz Financial Group Incorporated is a trusted and reputable financial advisory firm that caters to a diverse range of clients. Their clients include individuals seeking guidance on personal finance matters, high net worth individuals in need of more specialized and customized services, pension or profit sharing plans looking for professional investment management, charitable organizations requiring expert assistance in maximizing their resources, and other corporate entities. With their extensive knowledge and expertise in the financial industry, Schultz Financial Group caters to various client needs regardless of their size, nature, or level of complexity. They offer different fee structures depending on the service provided, including hourly fees for specific advice, fixed fees based on project scope, percentage-based fees on assets under management, and retainer-based fees for ongoing consultation. These various fee structures ensure that clients can select the most appropriate and cost-effective option based on their particular needs and budget. Regardless of the fee structure, Schultz Financial Group is committed to providing high-quality, comprehensive financial planning and advisory services to their valued clients.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Schultz Financial Group Incorporated does not mention anything about their investment minimum. Therefore, it is unclear what the minimum amount required to invest with this firm might be. It is recommended that interested investors reach out to Schultz Financial Group directly to inquire about their investment minimum.

How This Office Can Help Reno, NV Residents

Schultz Financial Group Inc. provides comprehensive financial planning and investment advisory services to clients in Reno, NV. They help individuals and families navigate the complex world of investments, retirement planning, tax planning, and estate planning. Reno, NV, residents may face unique financial situations, such as the need to diversify their investments beyond the local gaming and tourism industries or navigating the state's unique tax laws related to gaming winnings and income earned by out-of-state residents. Schultz Financial Group Inc. can help these clients develop customized strategies to address their particular financial challenges and goals. Additionally, with the growing popularity of outdoor recreation in the region, they can also assist clients in incorporating sustainable and socially responsible investing into their portfolios.

To view the Minimum Investment and Fee Schedule for Schultz Financial Group Incorporated, visit their Part 2 Brochure.

Services Offered by Schultz Financial Group Incorporated

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Schultz Financial Group Incorporated most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Hourly
Fixed Fees (Other than subscription)
Unavailable
Percentage of Assets Under Management (AUM)
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5190 Neil Rd Suite 450, Reno, NV 89502, USA
Phone (775) 850-5620
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Schultz Financial Group Incorporated is registered to service clients in the following states:

  • California
  • Michigan
  • Nevada
  • New Hampshire
  • Texas

Disciplinary History

Schultz Financial Group Incorporated does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs