Rob Schulz
Schulz Wealth · Irving, Texas
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.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Schulz Wealth |
|---|---|
| Based in | Irving, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $438.1M across 614 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2664834 |
| Exams passed | Series 63 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | schulzwealth.com |
| Profile |
How Rob'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 Rob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Irving
Other advisors in Texas who focus on founders (pre-exit)
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Schulz Wealth 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.
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