# David Schubert

> David Schubert is a fee-only financial advisor at Carrington Group in Dallas, Texas, who holds the CFP credential. David focuses on tax planning, estate & legacy planning and small business owners. Carrington Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-schubert/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Carrington Group
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $107.7M across 495 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Founders
- **CRD:** 7182167 (https://adviserinfo.sec.gov/individual/summary/7182167)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2020), Series 66 (2021)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.carringtonfo.com/

## Frequently asked questions

### Is David Schubert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Carrington Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Carrington Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Schubert based?

David Schubert is based in Dallas, Texas.

### What does David specialize in?

David's specialties include tax planning, estate & legacy planning and small business owners. David works with founders.

### What credentials does David Schubert hold?

David Schubert holds the CFP credential.

### Is David Schubert registered with the SEC?

Yes. David Schubert is registered as an investment adviser representative in TX (CRD 7182167), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Carrington Group manage?

Carrington Group reports $107.7M across 495 accounts in assets under management.

### How do I contact David Schubert?

Through David's website, www.carringtonfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7182167): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.carringtonfo.com/): specialties, clients served, and fees, checked October 30, 2026

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