Richard Schultz
Pacific Investment Research · Cupertino, California
Richard Schultz is a fee-only financial advisor at Pacific Investment Research in Cupertino, California, who holds the BS and CFP credentials. Richard charges a percentage of assets and a one-time planning fee.
Request an introduction to Richard →
Facts
| Firm | Pacific Investment Research |
|---|---|
| Based in | Cupertino, California |
| Fee model | Percentage of assets · One-time planning fee |
| Assets under management | $150.5M across 89 accounts |
| Credentials | BS · CFP |
| SEC registration | Investment adviser representative in CA · CRD 2122190 |
| Exams passed | Series 63 (1991) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pacificinvestmentresearch.com |
| Profile |
How Richard's firm compares
- Pacific Investment Research's average account is about $1.7 million, from its Form ADV (assets managed divided by 89 accounts).
Request an introduction to Richard
Tell Richard a little about what you're looking for. Richard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Richard
Is Richard Schultz a fee-only financial advisor?
Yes. Richard Schultz is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Richard's firm.
How does Richard charge for financial advice?
Richard charges a percentage of assets and a one-time planning fee.
Where is Richard Schultz based?
Richard Schultz is based in Cupertino, California.
What credentials does Richard Schultz hold?
Richard Schultz holds the BS and CFP credentials.
Is Richard Schultz registered with the SEC?
Yes. Richard Schultz is registered as an investment adviser representative in CA (CRD 2122190), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Pacific Investment Research manage?
Pacific Investment Research reports $150.5M across 89 accounts in assets under management.
How do I contact Richard Schultz?
Through Richard's website, pacificinvestmentresearch.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Pacific Investment Research website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.