Robert Schoelzel
Robert Schoelzel is a registered investment advisor at Financial Advisory Group, INC., based in Appleton, WI, with 10 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee is negotiable. Lower fees for comparable services may be available from other sources.
Fee Estimator
Location
3601 Commerce Court, Appleton, WI, 54911
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a licensed insurance agent, dedicating about 10% of his time to insurance sales and implementation of insurance recommendations. He also owns Oakwood Homes LLC and manages home building, spending another 10% of his time on this activity.
Employment History
Current Registrations
Financial Advisory Group, INC.
Previous Registrations
Stonehaven Wealth & Tax Solutions
Cambridge Investment Research Advisors, INC.
Financial Advisory Group, INC.
Brookstone Capital Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.