RENO — Schultz Financial Group (SFG) Inc. has been chosen, once again, as a top wealth management company for 2010. SFG is a fee-only financial planning firm based in Reno and is the only firm listed in the rankings from the state of Nevada.
Wealth managers had to meet several criteria to be included in the rankings. A firm must be a Securities and Exchange Commission registered investment advisor with its own Investment Advisor Registration Advisory number; have minimum assets under advisement of $50 million; have individuals or high-net-worth individuals (as defined by the SEC) as more than half of its client base; and offer financial planning services. Special sections with the rankings will be published in the September issues of Investment Advisor and Research magazines.
“The firms that participate in the annual Top Wealth Managers survey are the lion’s share of the largest, most established registered investment advisors (RIA) in America,” said WealthManagerWeb.com’s editor in chief Kathleen McBride. “These are the firms our survey partner, Fusion Advisor Network President Philip Palaveev, describes as the ones every RIA wants to be when they grow up.”
SFG, founded in 1982, is an independent fee-only financial planning firm. It does comprehensive planning to meet a client’s personal goals. Its fee-only nature allows it to be wholly accountable to their client base. They use a holistic approach in developing long-term financial plans.
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