Thomas Shultz
Thomas Shultz is a registered investment advisor at Realta Investment Advisors, INC, based in Franklin, TN, with 12 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,958 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Realta Investment Advisors offers investment management services through various programs. The maximum annual fee for the Advisor as Portfolio Manager (APM) program is 2.50%, billed quarterly in advance. For Unified Managed Accounts (UMA) and Separately Managed Accounts (SMA), the maximum annual fee is also 2.50%, billed quarterly in advance, excluding platform fees. The total annual fee for the client (including Realta's fee and third-party platform fees) cannot exceed 3.00%. Fees are negotiable at Realta's discretion.
Location
840 Crescent Centre Drive, Suite 530, Franklin, TN, 37067
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2025Customer Dispute
December 2025Customer Dispute
April 2023Customer Dispute
May 2022Customer Dispute
July 2012Other Business ActivitiesSells Insurance
Thomas is involved in several businesses, including LyfeBeast LLC, LyfeAdvisors, SRO LLC, HomeSmart, Gordon Marketing, AZMedicare, and Realta Investment Advisors, Inc. Many of these roles involve significant time commitments and include activities related to insurance sales and investment advisory services.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
Titan Securities
Titan SecuritiesBroker
Coastal Investment Advisors
Coastal Equities, INC.Broker
Investment Advisors
Proequities, INC.Broker
MML Investors Services, LLCBroker
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations23 states
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.