Frederick Schubert
Stonewall Equities · Paradise Valley, Arizona
Frederick Schubert is a fee-only financial advisor at Stonewall Equities in Paradise Valley, Arizona. Stonewall Equities reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stonewall Equities |
|---|---|
| Based in | Paradise Valley, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.8M across 26 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 4547764 |
| Exams passed | Series 63 (2002) · Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Frederick's firm compares
- Stonewall Equities's average account is about $338,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Frederick
Is Frederick Schubert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frederick holds no broker registration, and Stonewall Equities reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frederick charge for financial advice?
Frederick's firm, Stonewall Equities, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Frederick Schubert based?
Frederick Schubert is based in Paradise Valley, Arizona.
Is Frederick Schubert registered with the SEC?
Yes. Frederick Schubert is registered as an investment adviser representative in AZ (CRD 4547764), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonewall Equities manage?
Stonewall Equities reports $8.8M across 26 accounts in assets under management.
How do I contact Frederick Schubert?
Contact details aren't on file yet. Search for Stonewall Equities.
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
- 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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