# Carl Scholtz

> Carl Scholtz is a fee-only financial advisor at Scholtz & Company in Stamford, Connecticut, who holds the CFA credential. Carl charges a one-time planning fee.

Page: https://find.wellspent.co/advisors/carl-scholtz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Scholtz & Company
- **Based in:** Stamford, Connecticut
- **Fee model:** One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $340.5M across 380 accounts
- **Credentials:** CFA
- **CRD:** 5365510 (https://adviserinfo.sec.gov/individual/summary/5365510)
- **SEC registration:** Investment adviser representative in CT, LA, TX
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.scholtzandco.com

## Frequently asked questions

### Is Carl Scholtz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and Scholtz & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carl charge for financial advice?

Carl charges a one-time planning fee.

### Where is Carl Scholtz based?

Carl Scholtz is based in Stamford, Connecticut.

### What credentials does Carl Scholtz hold?

Carl Scholtz holds the CFA credential.

### Is Carl Scholtz registered with the SEC?

Yes. Carl Scholtz is registered as an investment adviser representative in CT, LA and TX (CRD 5365510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Scholtz & Company manage?

Scholtz & Company reports $340.5M across 380 accounts in assets under management.

### How do I contact Carl Scholtz?

Through Carl's website, www.scholtzandco.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5365510): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.scholtzandco.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.