← Back to searchVisit website
SCHULZ FINANCIAL GROUP
FIVE SPEED FINANCIAL PLANNING LLC
CRD 339660 · SEC 801-135037
6849 N ORACLE RD,, STE 175, TUCSON, AZ, 85704, United States
Phone
(520) 495-2800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$114.9M
Discretionary AUM
$114.9M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 332 | $73.2M |
| High net worth individuals | 21 | $41.6M |
States served
AZ, CA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD