# Schulz Wealth

Schulz Wealth is a Bank / Wealth / Trust based in Mansfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mansfield, United States
- **Region:** North America
- **Address:** Mansfield, TX, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** schulzwealth.com
- **LinkedIn:** https://www.linkedin.com/company/schulz-wealth

## Regulatory record

- **CRD number:** 172194
- **SEC file number:** 801-113536
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172194

## About

Rob Schulz founded Schulz Wealth in 2014 in Mansfield, Texas, driven by a personal loss: his father’s sudden death exposed the fragility of a family business with no financial plan. The firm was built to close that gap for other owners, presidents, and executives, with a structure that emphasizes fiduciary independence over product distribution. By 2019, Investopedia had named Schulz to its list of the 100 most influential financial advisors. The firm’s investment process is anchored to four service lines — assessment and analysis, planning and protection, management and monitoring, and lifetime legacy. Asset-class exposure spans public equities, fixed income, insurance-based instruments, and private business interests, though all allocation is tailored to individual owner-operators rather than pooled into a commingled fund. Common planning tools include buy/sell agreements, cash-flow modeling, estate vehicles, and charitable foundation design. Named professionals handling these workflows include Austin M. Smith, CFA, CFP, serving as VP and chief investment officer, and Krystal LaFollette as financial planning associate. Schulz Wealth operates from a single office in Mansfield and lists seven professionals on its website. The firm has not disclosed assets under management or total deployment. Its local footprint has earned regional recognition: Living Magazine voted it Best Financial Advisor in Arlington and Mansfield in 2022. There are no disclosed adjacent vehicles, family-office arms, or external club affiliations — the entity is self-contained, with no separate philanthropic foundation. Structurally, Schulz Wealth differs from most registered investment advisors by refusing to sell products, a posture codified by founder Robert Schulz’s inclusion in the first class of Best Practices Advisors recognized by the Institute for the Fiduciary Standard in 2017. This governance choice shapes everything from insurance optimization to second-generation education planning.

## Sectors

- Wealth Management
- Business Succession
- Retirement Planning
- Estate Planning
- Tax Strategy
- Insurance

## People

- Robert R. Schulz — President & Founder
- Austin M. Smith — VP & Chief Investment Officer

## Questions

### Who runs investment decisions at Schulz Wealth?

Austin M. Smith holds the CFA and CFP designations and serves as VP & chief investment officer. Founder and president Robert R. Schulz, also a CFP, sets firm-wide strategic direction.

### Does Schulz Wealth participate in fund commitments or direct deals?

The firm does not run a commingled fund or club-deal platform. Its management-and-monitoring service constructs individual portfolios using public-market securities, insurance-based solutions, and strategies aligned with each client’s operating business and exit timeline.

### What investment stages does Schulz Wealth typically target?

Schulz Wealth does not invest in venture rounds or growth equity. It focuses on the later-stage financial decisions that accompany business maturity: succession planning, retirement income design, asset protection, and legacy transfer.

### How is Schulz Wealth compensated?

The firm states it is an independent fiduciary. Robert Schulz was named to the Institute for the Fiduciary Standard’s first Best Practices Advisors class in 2017, signaling a fee-only model that avoids commissioned product sales.

## Related profiles

- [Schultze Asset Management](https://altss.com/profile/schultze-asset-management)
- [Schumacher Capital](https://altss.com/profile/schumacher-capital)

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Last updated: 2026-08-11T02:43:31.692Z

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