# Robert Schultz

> Robert Schultz is a fee-only financial advisor at Rollins Financial Advisors, LLC in Atlanta, Georgia, who holds the CFP and ChFC credentials. Robert focuses on tax planning. Rollins Financial Advisors, LLC reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Rollins Financial Advisors, LLC
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.59B across 1,004 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Tax planning
- **Works with:** Founders, Executives, Retirees
- **CRD:** 5338514 (https://adviserinfo.sec.gov/individual/summary/5338514)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (2002)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://rollinsfinancial.com

## Frequently asked questions

### Is Robert Schultz a fee-only financial advisor?

Yes. Robert 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 Robert's firm.

### How does Robert charge for financial advice?

Robert's firm, Rollins Financial Advisors, LLC, reports charging a percentage of assets on its SEC Form ADV.

### Where is Robert Schultz based?

Robert Schultz is based in Atlanta, Georgia.

### What does Robert specialize in?

Robert's specialties include tax planning. Robert works with founders, executives and retirees.

### What credentials does Robert Schultz hold?

Robert Schultz holds the CFP and ChFC credentials.

### Is Robert Schultz registered with the SEC?

Yes. Robert Schultz is registered as an investment adviser representative in GA (CRD 5338514), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Rollins Financial Advisors, LLC manage?

Rollins Financial Advisors, LLC reports $1.59B across 1,004 accounts in assets under management.

### How do I contact Robert Schultz?

Through Robert's website, rollinsfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39692): 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://www.rollinsfinancial.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.