Wells Fargo Advisors
47yrs
Top advisor by experience in Collegeville
26yrs
William Schultz
Financial advisor at Wells Fargo Advisors
William Schultz has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Collegeville, Pennsylvania. William joined Wells Fargo Advisors in 2018, a firm offering financial planning, investment management, and retirement plan consulting. William holds the CFP® designation.
One of 66 advisors with offices in Collegeville, and one of 60 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office555 Second Avenue Suite D-300, Collegeville, PA 19426
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2003 – 2018Wells Fargo Clearing Services, LLCPreviously
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Wells Fargo Advisors at (314) 875-3000 and ask for William Schultz. William works from the Collegeville, PA office.
How long has William been a financial advisor?
William has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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