Russell Schultz is a CFP-designated registered investment advisor at Schultz Financial Group Incorporated, based in Reno, NV, with 29 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 116 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Rates apply to stand-alone non-discretionary investment management. The firm also offers combined wealth and investment management for a fixed annual retainer generally ranging from $20,000 to $150,000.
Fee Estimator
Location
5190 Neil Road, Suite 450, Reno, NV, 89502
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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 →Employment History
Current Registrations
Schultz Financial Group Incorporated
Previous Registrations
Schultz Financial Group Incorporated
State Registrations4 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.
Exams
Additional Information
Russ Schultz founded SFG in 1982 in Southern California and moved the firm to Reno a decade later. He draws on more than 35 years of experience to manage the firm’s business and investment strategies. He also leads SFG's real estate advisory services. Russ served on the board of directors for the National Association of Personal Financial Advisors (NAPFA) from 1995 through 1998 and has been quoted in numerous publications over the years. During his leisure time, Russ enjoys skiing, martial arts training, and traveling.
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