Russell Schultz
Schultz Financial Group, Inc. · Reno, Nevada
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.
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Who they serve
- Founders
- Executives
- Physicians
- Retirees
- High earners
Facts
| Firm | Schultz Financial Group, Inc. |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $214.8M across 478 accounts |
| Credentials | CFP · BS · CPWA · MSPFP · MBA |
| SEC registration | Investment adviser representative in CA, NH, NV, TX · CRD 733097 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sfginc.com |
| Profile |
How Russell's firm compares
- Schultz Financial Group, Inc.'s average account is about $449,000, from its Form ADV (assets managed divided by 478 accounts).
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Questions about Russell
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Schultz Financial Group, Inc. 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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