Schulz Financial Group fees and pricing
Financial planner in Tucson, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 23, 2026, Schulz Financial Group charges a flat or project fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $25,000
“Services are offered based on a flat fee with a maximum of $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Schulz Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Schulz Financial Group’s fees compare
- Its flat or project fee of $25,000 is above the Arizona median of $3,100. 95% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 13 of the 13 other planners in Tucson that publish a flat or project fee charge less.
About Schulz Financial Group
- Firm size: 4 employees.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 353
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $114,881,655
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339660
- Phone
- (520) 495-2800
Can advise clients in 4 states: Arizona, California, Nebraska, Texas
Other planners in Tucson that publish fees
- Adam AdvisoryTucson$3,000
- Aio Financial, LLCTucson$750/qtr, $3,000/yr
- Becker Financial ServicesTucson$150/hr
- Cambridge Financial Group, LLCTucson$3,500-$71,000/yr
- Capital West Partners, LLCTucson$150/hr
- Elion Financial, LLCTucson$1,500, $3,000-$50,000/yr
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.