Alyssa Dalbey
Schultz Financial Group · Reno, Nevada
Alyssa Dalbey is a fee-only financial advisor at Schultz Financial Group in Reno, Nevada, who holds the CFP credential. Schultz Financial Group reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Schultz Financial Group |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $214.8M across 478 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NV, TX · CRD 6845470 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sfginc.com |
How Alyssa's firm compares
- Schultz Financial Group's average account is about $449,000, from its Form ADV (assets managed divided by 478 accounts).
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Questions about Alyssa
Is Alyssa Dalbey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alyssa holds no broker registration, and Schultz Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alyssa charge for financial advice?
Alyssa's firm, Schultz Financial Group, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Alyssa Dalbey based?
Alyssa Dalbey is based in Reno, Nevada.
What credentials does Alyssa Dalbey hold?
Alyssa Dalbey holds the CFP credential.
Is Alyssa Dalbey registered with the SEC?
Yes. Alyssa Dalbey is registered as an investment adviser representative in CA, NV and TX (CRD 6845470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schultz Financial Group manage?
Schultz Financial Group reports $214.8M across 478 accounts in assets under management.
How do I contact Alyssa Dalbey?
Through Alyssa's website, sfginc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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