Robert Schultz
Rollins Financial Advisors, LLC · Atlanta, Georgia
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.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
Facts
| Firm | Rollins Financial Advisors, LLC |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.59B across 1,004 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in GA · CRD 5338514 |
| Exams passed | Series 65 (2002) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | rollinsfinancial.com |
How Robert's firm compares
- Rollins Financial Advisors, LLC's average account is about $1.6 million, from its Form ADV (assets managed divided by 1,004 accounts).
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Questions about Robert
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.
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
- Rollins Financial Advisors, LLC 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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