Schultz Financial Group
TL;DR
Four-person Reno family-office style firm, registered with the SEC since 1983, the longest regulatory history of any local independent here.
$215 million
Regulatory AUM
As of ADV filing 2026-06-16
478
Accounts / Clients
116 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
4
Team Size
employees, 4 advisory
43 yrs
Years Registered
First registered 1983
About Schultz Financial Group
Four-person Reno family-office style firm, registered with the SEC since 1983, the longest regulatory history of any local independent here.
Office: 5190 Neil Road, Suite 450, Reno, NV 89502.
Best for: retirees who want fee-only planning with a long registration history
Fee model and designations stated on the guide
Fee-onlyCPA named
Form ADV data
CRD108724
RegistrationSEC-registered
First registration1983
Regulatory AUM$215 million
ADV filing date2026-06-16
Accounts478
Clients116 clients
Employees4
Advisory employees4
Fee modelFee-only per its own site and ADV 2A
Minimum$20,000 minimum annual fee for new clients (ADV 2A)
Disclosure events (Item 11)0
DesignationsCPA named in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 108724, as of ADV filing 2026-06-16, pulled October 10, 2026.
Ranked on ProCloser
- 11 Best Financial Advisors in Reno, Nevada (2026 Data): rank 1 of 11
- 8 Best DST and 1031 Exchange Advisors in Nevada (2026): rank 3 of 8
- 12 Best Wealth Management Firms in Reno for High Net Worth: rank 2 of 12
Client Reviews
No published reviews yet. Reviews publish once a firm has two or more verified founder reviews.