Schultz Financial Group Incorporated fees and pricing
Financial planner in Reno, Nevada. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Schultz Financial Group Incorporated charges $150-$500 an hour and an annual fee of $20,000-$150,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$500/hr
“SFG’s planning and consulting fees generally range between $150 and $500 per hour, depending upon the level and scope of the services required and the professionals providing the services.”
- Annual fee
- $20,000-$150,000/yr
“SFG charges a fixed annual retainer that generally ranges between $20,000 and $150,000, payable quarterly or monthly in advance depending on the terms of the applicable Financial Advisory Agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Schultz Financial Group Incorporated bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that SFG bills the client directly, payment is due upon receipt of SFG’s invoice.”
- “Upon termination, SFG will refund the pro-rated portion of any unearned, advanced advisory fee paid based upon the number of days remaining in the billing period or the amount of services provided to date.”
How Schultz Financial Group Incorporated’s fees compare
- Its hourly rate of $150-$500 spans the Nevada median of $300. 52% of the 64 other Nevada planners that publish an hourly rate charge less.
- 11 of the 21 other planners in Reno that publish an hourly rate charge less.
- Its annual fee of $20,000-$150,000 is above the Nevada median of $8,000. 100% of the 16 other Nevada planners that publish an annual fee charge less.
- 4 of the 4 other planners in Reno that publish an annual fee charge less.
About Schultz Financial Group Incorporated
“SFG’s primary service offering employs its “Four Capitals” approach to provide wealth management and non-discretionary investment management services tailored to each client’s unique situation.”
- Firm size: 4 employees.
- Registered as an adviser: 1983 (43 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 110
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $214,840,003
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108724
- Phone
- (775) 850-5620
Can advise clients in 4 states: California, New Hampshire, Nevada, Texas
Other planners in Reno that publish fees
- Advowealth Advisors, LLCReno$350/hr, $750-$10,000
- Alchemy Wealth ManagementReno$350/hr, $5,000-$15,000
- Athena Wealth Management, LLCReno$500/hr, $1,000-$10,000
- Belpointe Asset Management LLCReno$500/hr
- Caskwise Capital IncReno$3,500-$15,000, $1,200/qtr
- Discretionary Inc.Reno$350/hr, $5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.