Paul Schatz
Heritage Capital · Woodbridge, Connecticut
Paul Schatz is a fee-only financial advisor at Heritage Capital in Woodbridge, Connecticut. Paul charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | Heritage Capital |
|---|---|
| Based in | Woodbridge, Connecticut |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $146.9M across 137 accounts |
| SEC registration | Investment adviser representative in CT, TX · CRD 2241878 |
| Exams passed | Series 63 (1993) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.investfortomorrow.com |
| Profile |
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Questions about Paul
Is Paul Schatz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Heritage Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul charges a percentage of assets.
How much does Paul charge?
According to Heritage Capital's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Paul Schatz based?
Paul Schatz is based in Woodbridge, Connecticut.
What does Paul specialize in?
Paul's specialties include retirement planning. Paul works with retirees, pre-retirees and divorced individuals.
Is Paul Schatz registered with the SEC?
Yes. Paul Schatz is registered as an investment adviser representative in CT and TX (CRD 2241878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Capital manage?
Heritage Capital reports $146.9M across 137 accounts in assets under management.
How do I contact Paul Schatz?
Through Paul's website, www.investfortomorrow.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Heritage Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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