Schulz Wealth, LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$6,000⁠-⁠$60,000

“Our flat fees generally range from $6,000 to $60,000 and our annualized fees are as follows:”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Schulz Wealth, LTD. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable at times in our sole discretion.”
• “Should a client open an account during a quarter, the firm’s management fee will be prorated based on the number of days the account was open during the quarter.”
• “Should the client open the Account during a quarter, our management fee will be prorated based on the number of days that the Account was open during the quarter.”

How Schulz Wealth, LTD.’s fees compare

• Its flat or project fee of $6,000-$60,000 is above the Texas median of $3,850. 97% of the 401 other Texas planners that publish a flat or project fee charge less.

About Schulz Wealth, LTD.

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting
• Charitable giving

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

1.35% a year

Clients

170

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$438,057,650

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

172194

Website

schulzwealth.com (opens in new tab)

Phone

(817) 405-4014

Other planners in Mansfield that publish fees

• Miller Premier Investment Planning LLCMansfield$1,800⁠-⁠$5,000
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000

Compare all 1,092 planners in Texas