Robert Schulz is a CFP-designated registered investment advisor at Schulz Wealth, LTD., based in Mansfield, TX, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 176 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $900K | 1.25% |
| $900K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Contact
Robert Schulz
Location
560 N. Walnut Creek, Suite 120, Mansfield, TX, 76063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Schulz Wealth, LTD.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Signal Securities, INC.
Princor Financial Services Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Rob Schulz, President of Schulz Wealth, Ltd., grew up in Taylor, Texas. He attended The University of Texas on a Navy ROTC Scholarship, graduating in May of 1990 with a degree in Accounting. Rob served as a Surface Warfare Officer aboard the USS John Rodgers (DD 983) prior to joining The Principal Financial Group in 1995. In 2000, Rob founded First Texas Financial Services Corporation in Arlington, Texas. Subsequently, Schulz Wealth Ltd., a Registered Investment Advisory firm was created in 2014.