Shultz Financial Planning, LLC

Shultz Financial Planning, LLC (CRD# 153805) is a financial advisory firm headquartered in , . They manage $225,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $56,250
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
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.

OR

Financial Advisors at Shultz Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kathy Shultz
CRD#: 2825610
Beaverton, OR
93
Wealthminder
score

Kathy Shultz (CRD# 2825610) is an Investment Advisor Representative working at Shultz Financial Planning, LLC in Beaverton, OR and has over 12 years of experience in the finance industry.

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