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William David Schultz

BFT FINANCIAL GROUP, LLC·BEDFORD, Texas
Unclaimed Profile
2312 SCHOOL LANE, BEDFORD, TX 76021CRD# 2219862Firm CRD# 109121
01

About

William David Schultz is a registered financial advisor based in BEDFORD, Texas, affiliated with BFT FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BFT FINANCIAL GROUP, LLC
BFT FINANCIAL GROUP, LLC
AUM
$609M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at BFT FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: FINANCIAL PLANNING FEES
Regulatory
SEC/IARD CRD# 2219862
Firm CRD# 109121
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William David Schultz offer?
William David Schultz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDFORD, Texas for a consultation.
What are William David Schultz's credentials?
William David Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William David Schultz located?
William David Schultz is based in BEDFORD, Texas, working with BFT FINANCIAL GROUP, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does William David Schultz charge for services?
William David Schultz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BFT FINANCIAL GROUP, LLC?
BFT FINANCIAL GROUP, LLC has approximately 22 employees and manages $609M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BEDFORD
Earl Stephen Freeman — BFT FINANCIAL GROUP, LLCSammy Doyal Tally — BFT FINANCIAL GROUP, LLCJeanine Marie Benenati — STRATEGIC WEALTH MANAGEMENT, LLCMatthew M Condit — STRATEGIC WEALTH MANAGEMENT, LLCLodewijk A. Lamaison Van Den Berg — BFT FINANCIAL GROUP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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