Chad Shoultz
Chad Shoultz is a CFP-designated registered investment advisor at Financial Planning & Management, LLC, based in Indialantic, FL, with 21 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 22 clients with $17M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Indialantic, FL
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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
Chad works as an Assistant Public Works Director for the City of Palm Bay, FL. He is also a health insurance agent with Aetna Healthcare and an agent with Professional Planners Marketing Group, selling fixed insurance, dedicating minimal time and about 10% of his time, respectively.
Employment History
Current Registrations
Financial Planning & Management, LLC
Previous Registrations
Compass Capital Asset Management
State Registrations1 state
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