David Schubert
Carrington Group · Dallas, Texas
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Carrington Group |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $107.7M across 495 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7182167 |
| Exams passed | Series 63 (2020) · Series 66 (2021) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.carringtonfo.com |
| Profile |
How David's firm compares
- Carrington Group's average account is about $218,000, from its Form ADV (assets managed divided by 495 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Carrington Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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