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Why Schutte Financial

Family on Beach

We believe in supporting your heritage by empowering your legacy.

Value

Your Value

Have you wondered if it’s worth it to pay for a financial advisor? Maybe you have heard of a free or automated robo advisor. Or, perhaps you feel you could do just as well on your own.


However, what if you could earn more with a professionally managed investment portfolio for a small fee versus on your own or with a free service? Our fees are below the median and typically covered within a few months from our outstanding investment performance. See example here.


We choose to not charge a commission on financial advice or portfolio management. We also do not have transactions fees or investment minimums. Yet, we work with a team of certified experts and utilize leading technology so you can put your money to work right away and rest assured that you are getting excellent value.


If working with an experienced human professional could provide a much better return or save you time and frustration for a small fee, rather than doing it all yourself, would that be worth your peace of mind?


Having a financial advisor who is both competent and truly cares can mean the difference in achieving your goals. With Schutte Financial, you can believe in your heritage and invest in your legacy.

Experience

Your Experience

Your experience with us is designed to be transparent, pleasant, and energizing. To best serve you, we recommend these three options:

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Option 1: Schedule a Free Consultation

Start today by scheduling a free consultation. Simply share your story and financial goals with a caring and competent financial advisor. We will then recommend a service plan that supports your goals. There is never any pressure, and you always get to select your next steps.

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If you prefer to skip a consultation, please choose Option 2 or 3.

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Option 2: Order Individual Service for Planning or Advice

For à la carte support, try our Sapphire service. Like a doctor conducts a checkup before prescribing any treatment, creating a plan that details your starting point and intended destination can identify solutions that best support your goals. An online plan is dynamic and mobile. Unlimited advice and planning is free with a funded account in our Platinum service.

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To have your investments managed by us, please skip to Option 3.

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Option 3: Open Investment Account for Leading Management

For top-performing investment management with unlimited advice and a personal online financial plan, try our Platinum service. Any funded portfolio includes our Sapphire service. Your shiny new account can be open online in 5 minutes! We can help or you can feel free to get started on your own. It features human insight and advanced automated technology including automatic re-balancing, a free mobile app, daily tax loss harvesting, and no transaction fees or minimums. Even if you have a previous mutual fund account, you can convert qualified funds, diversify risk for your assets, and grow your wealth faster with our leading ETF portfolio. Start investing in your legacy today! Open your account here.

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​See how leading investments can impact your legacy with calculators, videos, and our free financial success guide on our site under Discover. Review and subscribe to key financial highlights under Tips.

Founder

Our Founder

Daniel Schutte

Founding Principal, Daniel Schutte, MBA

Schutte Financial was born from a passion to help people manage their finances to fund a fulfilling life while supporting a heritage of generosity and creating a legacy.

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Daniel Schutte founded our firm upon earning his Series 7, Series 66, and Health & Life licenses. After training to be a financial advisor with a large company, Dan chose to become an independent Registered Investment Advisor in order to serve clients without pressure from commissions, quotas, or restricted investment and insurance options.

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Dan has been a featured advisor by NASDAQ, Business Insider, Investopedia, and Visa, Inc. Having studied wealth management for over 15 years, he enjoys serving our clients with competence and care.

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With an MBA education, Dan has managed budgets up to $10 million for Visa, Inc. and previously served as a Marine Corps Intelligence & Operations Officer where he managed over $50 million in assets with the 1st Marine Headquarters Group.

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As a resident of Denver, Colorado, Dan is happily married to his wife, Sarah, and enjoys spending time making memories as a family.

Our Difference

Our Difference

ENJOY THE SCHUTTE FINANCIAL DIFFERENCE:

  • Top-performing investments for maximum growth potential

  • No commissions or transaction fees on portfolio management​

  • Unlimited free consultations and solution recommendations

  • No investment minimums with Platinum service

  • No fees for guidance on insurance solutions with leading carriers

  • Free online personal financial plan with portfolio management

  • Hero discount for first responders and military with Platinum service

  • Mutual success with compensation tied to portfolio management​

Client Reviews

Client Reviews

Reviews are from clients who are not compensated. Ratings are verified from independent sources including Yelp.com and Google.com.

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