RIA Intel›Advisers›Maine›SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

Advisory

ROCKLAND, ME

Data as of Feb 4, 2026 · Source: SEC Form ADV

Average account

$128K

across 218 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$15M

Non-Discretionary AUM$13M

Discretionary %54.2%

Total Clients110

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InME

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

110 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

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J. MURPHY ASSET MANAGEMENT, LLC

$27M

ELDER PLANNING ADVISORS OF MAINE, INC.

SOUTH PORTLAND, ME

$29M

MAINE SECURITIES CORPORATION

$26M

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