Thomas Schulte
Napier Financial · Santa Clarita, California
Thomas Schulte is a fee-only financial advisor at Napier Financial in Santa Clarita, California, who holds the CFP credential. Thomas focuses on estate & legacy planning, tax planning and family wealth transfer. Napier Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Thomas →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Napier Financial |
|---|---|
| Based in | Santa Clarita, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $587.9M across 993 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6357966 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | napierfinancial.com |
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Thomas
Is Thomas Schulte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Napier Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Napier Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Schulte based?
Thomas Schulte is based in Santa Clarita, California.
What does Thomas specialize in?
Thomas's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. Thomas works with multi-generational families.
What credentials does Thomas Schulte hold?
Thomas Schulte holds the CFP credential.
Is Thomas Schulte registered with the SEC?
Yes. Thomas Schulte is registered as an investment adviser representative in CA (CRD 6357966), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Napier Financial manage?
Napier Financial reports $587.9M across 993 accounts in assets under management.
How do I contact Thomas Schulte?
Through Thomas's website, napierfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Napier Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.