Russell Schultz
Advisor at Schultz Financial Group Incorporated
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Schultz Financial Group Incorporated
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Reno, NV 89502
Credentials
CFP®
Industry experience
28 years
Russell Schultz is a CFP® with 28 years of experience in the financial advisory industry. He has been with Schultz Financial Group Incorporated since 2009, working within a team of five advisors. The firm advises individuals, families, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations on wealth management and non-discretionary investment management. Schultz Financial Group Incorporated employs a “Four Capitals” framework covering financial, physical, intellectual, and psychological aspects. The firm’s investment approach begins with macroeconomic scenario analysis and focuses on due diligence of external managers across various asset classes, operating primarily on a non-discretionary basis with a fixed annual retainer fee structure.
Based on Schultz Financial Group Incorporated
Based on Schultz Financial Group Incorporated
Fixed annual retainer fee generally ranging between $20,000 and $150,000 for Combined Wealth and Non-Discretionary Investment Management, payable monthly or quarterly in advance
$0 - $1,000,000: 1% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.5% annually
$150 to $500 per hour for planning and consulting services
Minimum fee: Minimum annual fee of $20,000 for Combined Wealth and Non-Discretionary Investment Management Services, negotiable and may be waived Fee-only: Financial planning and consulting fees generally range between $150 and $500 per hour
5190 Neil Road, Suite 450
Reno, NV 89502
California · Nevada · New Hampshire · Texas
Schultz Financial Group Incorporated
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")