About Schultz Financial Group Incorporated
<p>Known for its “Four Capitals” framework, Schultz Financial Group Incorporated links financial decisions with physical well-being, psychological space, and intellectual engagement as part of its client work.</p> <p>Headquartered in Reno in northern Nevada, the firm works with individuals and families across Nevada, California, and other states. Schultz Financial Group has 6 employees and reports $0.2B in AUM (2026). It is an independent, fee-only advisory firm and a member of the National Association of Personal Financial Advisors (NAPFA).</p> <p>Alongside personal planning, the firm provides 3(21) fiduciary support for retirement plans and works with small business owners, entrepreneurs, corporate executives, accomplished professionals in medicine, law, and academia, retirees, and widows/widowers. Services include financial planning, retirement planning, tax planning, estate planning, and investment management, including private investment opportunities, plus family office services.</p> <ul> <li>Fee-only wealth management and investment management (including private investments)</li> <li>Financial planning, retirement planning, and family office services</li> <li>Tax planning and estate planning coordination</li> <li>3(21) fiduciary services for employer plans through <a href="/plan-advisors">plan advisors</a></li> </ul>
Website: https://sfginc.com/
Employees: 6
Office Locations
- Reno, NV (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $196.3M