SCHULZ FINANCIAL GROUP

Overview

Schulz Financial Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm is registered with the SEC (registration year listed as 2026) and focuses on private clients—individuals and families—and small business owners. Its advisory services emphasize financial planning and discretionary portfolio management, and it also operates as an insurance broker, integrating insurance solutions into its client offerings. The firm charges a mix of asset-based fees and fixed fees rather than commission-driven compensation. Schulz Financial Group does not describe itself as an active ESG investor, is not positioned as a multi-state adviser for regulatory purposes, and does not report functioning as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives