Shultz Financial Planning, LLC
Shultz Financial Planning, LLC (CRD# 153805) is a financial advisory firm headquartered in , . They manage $1,666,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Shultz Financial Planning, LLC
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts11ACCOUNTS
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Average Account Value$151,455
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Shultz Financial Planning, LLC
No Advisor Found.
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