Strategic Advisers
29yrs
Top advisor by experience in The Colony
18yrs
Catherine Schultz
Financial advisor at Strategic Advisers
Catherine Schultz has worked in the financial industry for 18 years and is a fiduciary financial advisor based in The Colony, Texas. Catherine has been with Strategic Advisers since 2025; before that, Catherine spent seven years at Fidelity Personal and Workplace Advisors and less than a year at Empower Advisory Group. Catherine holds the CFP® designation.
One of 25 advisors with offices in The Colony, and one of 23 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 18% by experience at Strategic Advisers
OfficeThe Colony, TX
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther 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
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
- Dec 2010 – Feb 2011Empower Advisory Group, LLCPreviously
- 2008 – 2010Edward JonesPreviously
Contact Catherine
(617) 563-7000Firm headquarters in Boston, MA. Ask for Catherine. The Colony, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Catherine
Tailored to Catherine’s registration and firm.
- 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
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About Catherine
How do I contact Catherine?
Call Strategic Advisers at (617) 563-7000 and ask for Catherine Schultz. Catherine works from the The Colony, TX office.
How long has Catherine been a financial advisor?
Catherine has been in the industry since 2008, about 18 years. Top 18% by experience at Strategic Advisers.
What licenses does Catherine hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Catherine a fiduciary?
Catherine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Catherine paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Catherine 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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