D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
23yrs
Michael Schultz
Full name on record: Michael John Schultz
Financial advisor at Badgley Phelps Wealth Managers
Michael Schultz is a financial advisor in Seattle, Washington, with 23 years in the industry. Michael joined Badgley Phelps Wealth Managers in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. Michael holds the ChFC designation.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 70% of advisors in Washington
Office1420 Fifth Avenue Suite 3200, Seattle, WA 98101
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$5.43 million
Advisors at the firm28
States licensed ?1 state
Services through Badgley Phelps Wealth Managers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowBadgley Phelps Wealth ManagersCurrent firm
- 2004 – 2021Badgley Phelps Wealth ManagersPreviously
Contact Michael
(206) 623-6172Badgley Phelps Wealth Managers main office 1420 Fifth Avenue Suite 3200Seattle, WA 98101Office · Get directions LinkedIn pageBadgley Phelps Wealth Managers
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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
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About Michael
How do I contact Michael?
Call Badgley Phelps Wealth Managers at (206) 623-6172 and ask for Michael Schultz. Michael works from the Seattle, WA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2004, about 23 years. More experience than 70% of advisors in Washington.
What licenses does Michael hold?
No exams are listed on the official record.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Badgley Phelps Wealth Managers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Michael 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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