Top financial advisors in Mansfield, TX
We’ve curated a list of the best financial advisors in Mansfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$230,028,290
Number of advisors
4 advisors
| $230,028,290 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Mansfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mansfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Schulz Wealth, Ltd.
Schulz Wealth, Ltd. is a privately held investment advisory firm founded in 2014 and registered with the Securities and Exchange Commission. The firm offers Comprehensive Wealth Planning services, combining asset management and financial planning, as well as Investment Management services. Clients have the option to grant discretionary authority to manage their investment portfolios, allowing for periodic rebalancing and adjustments. The firm also provides ongoing financial planning services, tailored to individual client needs, including retirement planning, investment allocation, and estate planning. Schulz Wealth utilizes Modern Portfolio Theory for investment decisions, focusing on diversification and asset allocation tailored to client goals and risk tolerance. The firm offers alternative investments, such as mutual funds, partnerships, and private offerings, for clients seeking additional strategies. Clients are informed about the risks associated with different investment types, including market risk, fixed income risk, and options risk. Fees for services are based on a percentage of assets under management, with fees billed quarterly in advance. The firm participates in Schwab's Advisor Services program, receiving benefits such as research services. Schulz Wealth does not accept physical custody of client assets but has constructive custody for fee deductions. The firm provides proxy voting services and acts as a fiduciary, always prioritizing clients' best interests. Schulz Wealth does not have any disciplinary events and does not offer performance-based fees.
$230,028,290 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Mansfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mansfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.