# Van Hulzen Financial Advisors

> Van Hulzen Financial Advisors is an SEC-registered investment advisory firm in El Dorado Hills, CA, registered since 2003, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 116632
- Filed as: VAN HULZEN FINANCIAL ADVISORS
- Legal name: Van Hulzen Asset Management, LLC
- Also doing business as: SCHREUR FINANCIAL, VAN HULZEN FINANCIAL ADVISORS, WETSEL FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: El Dorado Hills, CA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116632
- AdvisorCensus page: https://advisorcensus.com/firm/van-hulzen-financial-advisors-el-dorado-hills-ca-116632

## Quick answers

**How is Van Hulzen Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Van Hulzen Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Van Hulzen Financial Advisors charge?**
Its Form ADV Part 2A brochure dated August 17, 2026 states: Hourly rate: $325 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Van Hulzen Financial Advisors located?**
Van Hulzen Financial Advisors' principal office is in El Dorado Hills, CA, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Van Hulzen Financial Advisors registered with the SEC or a state?**
Van Hulzen Financial Advisors is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 116632.

**How much does Van Hulzen Financial Advisors manage?**
Van Hulzen Financial Advisors reports $2,143,345,481 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (99% discretionary).

**How have Van Hulzen Financial Advisors' assets and staff changed since 2021?**
In the Form ADV data for Van Hulzen Financial Advisors: Regulatory assets under management: $1,309,148,564 in the October 2021 data and $2,143,345,481 in the October 2026 data, up 64%. Total employees: 19 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Van Hulzen Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,020); high net worth individuals (369); charitable organizations (44).

**Which custodians does Van Hulzen Financial Advisors use?**
Van Hulzen Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Investments and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Van Hulzen Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116632

**What changed in Van Hulzen Financial Advisors' recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Hourly rate: $325 an hour (Financial Planning)

> Financial Planning fee is an hourly rate of $325.00 per hour with no minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Investments
- Northern Trust Securities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,143,345,481
- Discretionary: $2,126,185,576
- Non-discretionary: $17,159,905

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,020 | $373,143,433 |
| High net worth individuals | 369 | $1,356,032,857 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $224,667,870 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 36 | $39,284,206 |
| Charitable organizations | 44 | $45,123,959 |
| Corporations or other businesses not listed above | 29 | $105,093,156 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2003 (23 years)
- Employees: 21 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, HI, ID, IL, LA, NM, NV, NY, OR, SC, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Folsom, CA
- Jackson, CA

### Websites listed on Form ADV (Item 1.I)
- [schreurfinancial.com](https://schreurfinancial.com)
- [vaminstituional.com](https://vaminstituional.com)
- [vaminvest.com](https://vaminvest.com)
- [vanhulzenadvisors.com](https://vanhulzenadvisors.com)
- [wetselfinancial.com](https://wetselfinancial.com)
- Facebook @Van-Hulzen-Financial-Advisors-111026201234567
- LinkedIn @van-hulzen-financial-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,309,148,564 | 19 | August 31, 2021 |
| October 2022 | $1,601,871,919 | 19 | March 30, 2022 |
| October 2023 | $1,464,847,702 | 19 | March 30, 2023 |
| October 2024 | $1,993,819,811 | 19 | March 20, 2024 |
| October 2025 | $1,859,922,004 | 23 | May 20, 2025 |
| October 2026 | $2,143,345,481 | 21 | August 17, 2026 |

Regulatory assets under management: $1,309,148,564 in the October 2021 data and $2,143,345,481 in the October 2026 data, up 64%.
Total employees: 19 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in SC.

### April 2026
- Employees performing advisory functions went from 15 to 16.
- Regulatory assets under management went from $1,859,922,004 to $2,143,345,481 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Van Hulzen Financial Advisors (CRD 116632): Form ADV filing data as of October 2026.