Schulz Wealth, Ltd.

Schulz Wealth, Ltd. (CRD# 172194) is a financial advisory firm headquartered in Mansfield, TX. They manage $78,586,791 in 258 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $304,600
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Schulz Wealth, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Robert R. Schulz
CRD#: 2664834
1752 Broad Park Circle North, Suite 110, Mansfield, TX 76063
96
Wealthminder
score

Robert Schulz (CRD# 2664834) is an Investment Advisor Representative working at Schulz Wealth, Ltd. in Mansfield, TX and has over 21 years of experience in the finance industry. Robert Schulz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Laura L. Meyers
CRD#: 5594576
1752 Broad Park Circle North, Suite 110, Mansfield, TX 76063
89
Wealthminder
score

Laura Meyers (CRD# 5594576) is an Investment Advisor Representative working at Schulz Wealth, Ltd. in Mansfield, TX and has over 3 years of experience in the finance industry.

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