Vicki Schultz
Schultz Financial Group · Reno, Nevada
Vicki Schultz is a fee-only financial advisor at Schultz Financial Group in Reno, Nevada, who holds the CFP credential. Schultz Financial Group reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Schultz Financial Group |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $214.8M across 478 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NH, NV, TX · CRD 1223391 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sfginc.com |
How Vicki's firm compares
- Schultz Financial Group's average account is about $449,000, from its Form ADV (assets managed divided by 478 accounts).
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Questions about Vicki
Is Vicki Schultz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vicki holds no broker registration, and Schultz Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Vicki charge for financial advice?
Vicki's firm, Schultz Financial Group, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Vicki Schultz based?
Vicki Schultz is based in Reno, Nevada.
What credentials does Vicki Schultz hold?
Vicki Schultz holds the CFP credential.
Is Vicki Schultz registered with the SEC?
Yes. Vicki Schultz is registered as an investment adviser representative in CA, NH, NV and TX (CRD 1223391), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schultz Financial Group manage?
Schultz Financial Group reports $214.8M across 478 accounts in assets under management.
How do I contact Vicki Schultz?
Through Vicki'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
- 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
- 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.
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