Schulz Financial Group

Overview

Schulz Financial Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm is privately owned by an individual and focuses on serving individual and family clients, with advisory services that include financial planning and portfolio management for individuals and small businesses. Schulz Financial Group also operates as an insurance broker, offering insurance solutions alongside its advisory practice. The firm charges clients through a mix of percentage-of-AUM fees and fixed fees. It does not present itself as a capital allocator; instead, it relies on third-party managers and traditional pooled vehicles to construct client portfolios. Schulz Financial Group does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives