Russell Schultz is a CFP-designated registered investment advisor at Schultz Financial Group Incorporated, based in Reno, NV, with 28 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 117 clients with $200M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Location
5190 Neil Road, Suite 450, Reno, NV, 89502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Schultz Financial Group Incorporated
Previous Registrations
Schultz Financial Group Incorporated
State Registrations4 states
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Exams
Additional Information
Russ Schultz founded SFG in 1982 in Southern California and moved the firm to Reno a decade later. He draws on more than 35 years of experience to manage the firm’s business and investment strategies. He also leads SFG's real estate advisory services. Russ served on the board of directors for the National Association of Personal Financial Advisors (NAPFA) from 1995 through 1998 and has been quoted in numerous publications over the years. During his leisure time, Russ enjoys skiing, martial arts training, and traveling.