# Russell Schultz

> Russell Schultz is a fee-only financial advisor at Schultz Financial Group, Inc. in Reno, Nevada, who holds the CFP, BS and CPWA credentials. Schultz Financial Group, Inc. reports charging hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Schultz Financial Group, Inc.
- **Based in:** Reno, Nevada
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $214.8M across 478 accounts
- **Credentials:** CFP, BS, CPWA, MSPFP, MBA
- **Works with:** Founders, Executives, Physicians, Retirees, High earners
- **CRD:** 733097 (https://adviserinfo.sec.gov/individual/summary/733097)
- **SEC registration:** Investment adviser representative in CA, NH, NV, TX
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://sfginc.com

## Frequently asked questions

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

Yes. Russell 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 Russell's firm.

### How does Russell charge for financial advice?

Russell's firm, Schultz Financial Group, Inc., reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Russell Schultz based?

Russell Schultz is based in Reno, Nevada.

### What credentials does Russell Schultz hold?

Russell Schultz holds the CFP, BS, CPWA, MSPFP and MBA credentials.

### Is Russell Schultz registered with the SEC?

Yes. Russell Schultz is registered as an investment adviser representative in CA, NH, NV and TX (CRD 733097), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Schultz Financial Group, Inc. manage?

Schultz Financial Group, Inc. reports $214.8M across 478 accounts in assets under management.

### How do I contact Russell Schultz?

Through Russell's website, sfginc.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2075): 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://sfginc.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.