Kelley Schubert
Corus Family Wealth Advisors · Mckinney, Texas
Kelley Schubert is a fee-only financial advisor at Corus Family Wealth Advisors in Mckinney, Texas, who holds the CFP credential. Kelley focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Corus Family Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Kelley →
Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Corus Family Wealth Advisors |
|---|---|
| Based in | Mckinney, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $619.5M across 700 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2411434 |
| Exams passed | Series 63 (1993) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | coruswealth.com |
Request an introduction to Kelley
Tell Kelley a little about what you're looking for. Kelley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kelley
Is Kelley Schubert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelley holds no broker registration, and Corus Family Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelley charge for financial advice?
Kelley's firm, Corus Family Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kelley Schubert based?
Kelley Schubert is based in Mckinney, Texas.
What does Kelley specialize in?
Kelley's specialties include estate & legacy planning, family wealth transfer, founders (pre-exit) and tax planning. Kelley works with founders, ultra high net worth and multi-generational families.
What credentials does Kelley Schubert hold?
Kelley Schubert holds the CFP credential.
Is Kelley Schubert registered with the SEC?
Yes. Kelley Schubert is registered as an investment adviser representative in TX (CRD 2411434), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Corus Family Wealth Advisors manage?
Corus Family Wealth Advisors reports $619.5M across 700 accounts in assets under management.
How do I contact Kelley Schubert?
Through Kelley's website, coruswealth.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
- Corus Family Wealth Advisors 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.
See something wrong? Request a correction. Read our methodology.