Austin Smith
Schulz Wealth · Mansfield, Texas
Austin Smith is a fee-only financial advisor at Schulz Wealth in Mansfield, Texas, who holds the CFP and CFA credentials. Schulz Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Schulz Wealth |
|---|---|
| Based in | Mansfield, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $438.1M across 614 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX · CRD 6937398 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.schulzwealth.com |
How Austin's firm compares
- Schulz Wealth's average account is about $713,000, from its Form ADV (assets managed divided by 614 accounts).
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Questions about Austin
Is Austin Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Austin holds no broker registration, and Schulz Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Austin charge for financial advice?
Austin's firm, Schulz Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Austin Smith based?
Austin Smith is based in Mansfield, Texas.
What credentials does Austin Smith hold?
Austin Smith holds the CFP and CFA credentials.
Is Austin Smith registered with the SEC?
Yes. Austin Smith is registered as an investment adviser representative in TX (CRD 6937398), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schulz Wealth manage?
Schulz Wealth reports $438.1M across 614 accounts in assets under management.
How do I contact Austin Smith?
Through Austin's website, www.schulzwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mansfield
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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