# Rob Schulz

> Rob Schulz is a fee-only financial advisor at Schulz Wealth in Irving, Texas, who holds the CFP credential. Rob focuses on founders (pre-exit), small business owners and estate & legacy planning. Schulz Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rob-schulz/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Schulz Wealth
- **Based in:** Irving, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $438.1M across 614 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Small business owners, Estate & legacy planning, Family wealth transfer, Retirement planning, Tax planning
- **Works with:** Founders, Executives
- **CRD:** 2664834 (https://adviserinfo.sec.gov/individual/summary/2664834)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1995)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://schulzwealth.com

## Frequently asked questions

### Is Rob Schulz a fee-only financial advisor?

Yes. Rob Schulz 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 Rob's firm.

### How does Rob charge for financial advice?

Rob's firm, Schulz Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Rob Schulz based?

Rob Schulz is based in Irving, Texas.

### What does Rob specialize in?

Rob's specialties include founders (pre-exit), small business owners, estate & legacy planning, family wealth transfer, retirement planning and tax planning. Rob works with founders and executives.

### What credentials does Rob Schulz hold?

Rob Schulz holds the CFP credential.

### Is Rob Schulz registered with the SEC?

Yes. Rob Schulz is registered as an investment adviser representative in TX (CRD 2664834), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Schulz Wealth manage?

Schulz Wealth reports $438.1M across 614 accounts in assets under management.

### How do I contact Rob Schulz?

Through Rob's website, schulzwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44734): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://schulzwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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