# Ann Shubert

> Ann Shubert is a fee-only financial advisor at Equila Financial, LLC in Albuquerque, New Mexico, who holds the CFP and MBA credentials. Ann charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee and focuses on flat-fee planning, small business owners and equity compensation.

Page: https://find.wellspent.co/advisors/ann-shubert/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Equila Financial, LLC
- **Based in:** Albuquerque, New Mexico
- **Fee model:** Flat fee or retainer; One-time planning fee; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $391.0M across 1,321 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Flat-fee planning, Small business owners, Equity compensation, Retirement planning
- **Works with:** Tech employees, Mid-life transitions
- **CRD:** 6413618 (https://adviserinfo.sec.gov/individual/summary/6413618)
- **SEC registration:** Investment adviser representative in NM
- **Exams passed:** Series 66 (2015)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://equilafinancial.com

## Frequently asked questions

### Is Ann Shubert a fee-only financial advisor?

Yes. Ann Shubert is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ann's firm.

### How does Ann charge for financial advice?

Ann charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee.

### Where is Ann Shubert based?

Ann Shubert is based in Albuquerque, New Mexico.

### What does Ann specialize in?

Ann's specialties include flat-fee planning, small business owners, equity compensation and retirement planning. Ann works with tech employees and mid-life transitions.

### What credentials does Ann Shubert hold?

Ann Shubert holds the CFP and MBA credentials.

### Is Ann Shubert registered with the SEC?

Yes. Ann Shubert is registered as an investment adviser representative in NM (CRD 6413618), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Equila Financial, LLC manage?

Equila Financial, LLC reports $391.0M across 1,321 accounts in assets under management.

### How do I contact Ann Shubert?

Through Ann's website, equilafinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52049): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.equilafinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.