# Stephen Schultz

> Stephen Schultz is a fee-only financial advisor at Bastion Fiduciary in Islamorada, Florida. Bastion Fiduciary reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-schultz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Bastion Fiduciary
- **Based in:** Islamorada, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $125.2M across 437 accounts
- **CRD:** 8347363 (https://adviserinfo.sec.gov/individual/summary/8347363)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 65 (2026)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.lastbastion.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Bastion Fiduciary reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, Bastion Fiduciary, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Schultz based?

Stephen Schultz is based in Islamorada, Florida.

### Is Stephen Schultz registered with the SEC?

Yes. Stephen Schultz is registered as an investment adviser representative in MD and TX (CRD 8347363), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bastion Fiduciary manage?

Bastion Fiduciary reports $125.2M across 437 accounts in assets under management.

### How do I contact Stephen Schultz?

Through Stephen's website, www.lastbastion.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8347363): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.