Schulz Wealth, Ltd.

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Client assets under management

$311,515,187

Clients

170

61% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,832,442

About

Schulz Wealth, Ltd. advises individuals (including high‑net‑worth clients), trusts, estates, and employer retirement plans, managing approximately $438 million in client assets across about 170 clients with a three‑advisor team and multiple offices. Its principal services include comprehensive wealth planning and investment management, ongoing and limited‑scope financial planning, and retirement plan consulting.

The firm’s investment process is built on Modern Portfolio Theory and emphasizes diversification, Monte Carlo analysis, and a blend of active and passive management across ETFs, mutual funds, individual securities, buffer ETF strategies, and select alternative investments. Schulz Wealth typically accepts discretionary authority for managed accounts, performs manager due diligence, and conducts portfolio reviews at least quarterly.

Noteworthy aspects of the firm include a formal sub‑advisory relationship with Betterment for smaller accounts, in which Schulz Wealth designs customized portfolios and oversees the ongoing suitability of that solution, and that the firm publicly references third‑party ratings in its materials. The brochure also highlights broader planning modules (e.g., cost segregation, corporate structure analysis) and the firm’s role as an ERISA fiduciary when providing retirement plan consulting.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Factor investing / smart beta Options & derivatives strategies

Fee options

Fixed

Retirement Plan Consulting flat fees generally range from $6,000 to $60,000; Limited-Scope Financial Planning fee based on scope and complexity; Ongoing Financial Planning fixed fee assessed semi-annually (specific amounts not stated)

Percentage

Less than $900,000 - $899,999: 1.25% $900,000 - $1,499,999: 1.00% $1,500,000 - $2,999,999: 0.90% $3,000,000 - $5,999,999: 0.75% $6,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%

Main office location

Schulz Wealth, Ltd.

560 N. Walnut Creek, Suite 120

Mansfield TX 76063, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 817-405-4014

Advisors at this firm

Robert S

CFP®, Series 63

Mansfield, TX

Schulz Wealth, Ltd.

Robert Schulz is a CFP® professional with 30 years of industry experience, currently serving at Schulz Wealth, Ltd. since 2014. Prior to that, he worked at First Texas Financial Services Corp for 18 years. Schulz Wealth, Ltd. advises high-net-worth individuals, trusts, estates, and employer retirement plans, managing approximately $438 million in assets. The firm employs a Modern Portfolio Theory-based approach emphasizing diversification, Monte Carlo analysis, and a combination of active and passive strategies across various investment types, including ETFs and alternative investments.

Factor investing / smart beta Options & derivatives strategies

Krystal L

Series 65

Mansfield, TX

Schulz Wealth, Ltd.

Krystal La Follette is a financial advisor at Schulz Wealth, Ltd. with a Series 65 designation and one year of industry experience. She previously worked at Texas A&M University and in the Kennedale School District. Schulz Wealth, Ltd. advises individuals, trusts, estates, and employer retirement plans, managing approximately $438 million in client assets. The firm combines Modern Portfolio Theory with both active and passive investment strategies and offers comprehensive wealth planning, investment management, and retirement plan consulting.

Factor investing / smart beta Options & derivatives strategies

Austin S

CFP®, CFA®, Series 65

Mansfield, TX

Schulz Wealth, Ltd.

Austin Smith is a financial advisor at Schulz Wealth, Ltd. with seven years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Schulz Wealth in 2018, he worked at TCG Advisors, Intrust Fiduciary, Discover Financial Services, and South Western. Schulz Wealth, Ltd. serves individuals, trusts, estates, and employer retirement plans, managing approximately $438 million in client assets. The firm applies Modern Portfolio Theory, combining active and passive management strategies, and offers comprehensive wealth planning, investment management, and retirement plan consulting.

Factor investing / smart beta Options & derivatives strategies

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