Advisor at Schultz Retirement Income Solutions, Inc.
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.
Firm
Schultz Retirement Income Solutions, Inc.
Location
Rockland, ME 04841
Credentials
Series 66
Industry experience
22 years
Fixed fees based on expected hours for financial planning engagements
up to 1.25% annually (negotiable at Advisor's discretion)
Up to $200 per hour for financial planning services
Account minimum: $200,000 (may aggregate household accounts; minimum may be reduced at Advisor's discretion) Fee-only: Investment advisory fees are charged quarterly in advance based on assets under management, up to 1.25% annually; Financial planning fees charged up to $200/hour or fixed fee per engagement
J Edward Knight Senior Advantage, LLC
2021 - 2025 (4 years)
Schultz Retirement Income Solutions, Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 66
Camden, ME
Edward Jones
Series 66
Rockland, ME
Edward Jones
Series 63, Series 65
Cushing, ME
Merrill
Jason Adamic is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1995 and joined Merrill Lynch in 1997. Jason and his team develop and implement customized wealth management strategies aimed at addressing the unique needs of the families they serve. He emphasizes a holistic approach to financial planning, focusing on building enduring client relationships and tailoring strategies around clients’ values, needs, and aspirations. Jason’s expertise includes financial planning, investments, estate planning, wealth transfer strategies, liability management, and risk management. He serves clients in areas such as college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and retirement income planning. Throughout his career, he has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Certified 401(k) Professional™ (C(k)P®). He holds a bachelor’s degree in finance from Villanova University. Outside of his professional work, Jason enjoys spending time with his wife, Laura, and their three children. They live in Jamaica Plain, Massachusetts. His personal interests include traveling, fly fishing, golfing, and exercising.
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Lincolnville, ME
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Series 65
Port Clyde, ME
Marshall Point Advisors LLC
Series 63, Series 65
Rockport, ME
James Heavey Wealth Advisors, LLC
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