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Frequently Asked Questions
What makes Schulz Wealth different from other advisors?
We specialize in working with business owners and executives. As independent fiduciaries, we offer conflict-free advice tailored to your goals—not tied to products or commissions.
Do I have to be local to work with you?
Not at all. We serve clients throughout Texas and across the U.S. via secure virtual meetings, while maintaining offices in Mansfield, Irving, and Fort Worth for in-person visits.
What is your minimum asset requirement?
While we don’t publish a strict minimum, our services are best suited for clients with $1M+ in investable assets or a household income of $400k+.
What happens during the initial consultation?
It’s a no-pressure conversation where we get to know your financial situation, goals, and challenges. We’ll also walk you through our process and determine if we’re a good fit.
How do you get paid?
We are a fee-only firm. That means we’re compensated solely by our clients—no commissions, no hidden fees. Transparency is at the heart of everything we do.
Can you help with business succession and exit planning?
Absolutely. We have deep expertise in helping business owners transition, sell, or pass on their business in a way that supports their financial goals and family legacy.
I still have questions!
We are here to help. Please give us a call at (817) 405-4014 or email us.
Still Have Questions? Let’s Talk.
We’re here to provide clarity and guidance—no pressure. Whether you’re planning for retirement, thinking about selling your business, or simply want a second opinion, we’re ready to listen. Fill out the form below and a member of our team will be in touch shortly.