Firm
Scholtz & Company
Stamford, Connecticut
Fee-only
Scholtz & Company at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 7 employees and 204 individual clients, 102 of them high net worth.
- Its average account is about $896,000 (assets it manages divided by its 380 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Stamford, Connecticut |
|---|---|
| Website | scholtzandco.com |
| Phone | (203) 714-9900 |
Scholtz & Company fees
Scholtz & Company doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $341 million |
| Individual clients | 102 |
| High-net-worth clients | 102 |
| Accounts managed | 380 |
| Employees | 7 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-77840) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 107363 |