Krystal LaFollette
Schulz Wealth · Mansfield, Texas
Krystal LaFollette is a fee-only financial advisor at Schulz Wealth in Mansfield, Texas. 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 |
| SEC registration | Investment adviser representative in TX · CRD 8127729 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.schulzwealth.com |
How Krystal'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 Krystal
Is Krystal LaFollette a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Krystal 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 Krystal charge for financial advice?
Krystal's firm, Schulz Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Krystal LaFollette based?
Krystal LaFollette is based in Mansfield, Texas.
Is Krystal LaFollette registered with the SEC?
Yes. Krystal LaFollette is registered as an investment adviser representative in TX (CRD 8127729), 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 Krystal LaFollette?
Through Krystal'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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