Ann Shubert
Equila Financial, LLC · Albuquerque, New Mexico
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.
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Specialties
Who they serve
- Tech employees
- Mid-life transitions
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 |
| Assets under management | $391.0M across 1,321 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NM · CRD 6413618 |
| Exams passed | Series 66 (2015) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | equilafinancial.com |
How Ann's firm compares
- Equila Financial, LLC's average account is about $296,000, from its Form ADV (assets managed divided by 1,321 accounts).
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Questions about Ann
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Equila Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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