# Schultz Retirement Income Solutions, Inc.

Schultz Retirement Income Solutions, Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://schultzretirementincomesolutions.com
- **LinkedIn:** https://www.linkedin.com/company/nancy-schultz-b9a5794a

## Regulatory record

- **CRD number:** 158577
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158577

## About

SCHULTZ RETIREMENT INCOME SOLUTIONS, INC. is a state-registered investment adviser in ROCKLAND, ME. The firm manages $28 million in assets, $15 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Planning
- Retirement Planning

## Questions

### Is Schultz Retirement Income Solutions a fiduciary?

As a registered investment advisor (RIA), Schultz Retirement Income Solutions is held to a fiduciary standard, meaning it must act in clients' best interests. This is a higher standard than the suitability standard required of brokers. The firm's regulatory registration with the SEC or state authorities confirms this obligation.

## Related profiles

- [Midwest Financial Associates](https://altss.com/profile/midwest-financial-associates-inc)
- [RMH Advisors](https://altss.com/profile/rmh-advisors-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/schultz-retirement-income-solutions-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology