Schubert Financial LLC

Schubert Financial LLC is a newly organized investment adviser that intends to serve individual clients and families with ongoing, non-discretionary portfolio management as well as financial planning services. The firm offers both written one‑time financial plans and hourly financial planning engagements, and reports it has not yet commenced advisory operations or established assets under management.

For portfolio management the firm constructs balanced, diversified accounts using exchange‑traded funds and selected individual equities, favoring a passive, index‑oriented approach implemented at low cost while incorporating individual equity positions where suitable. Client relationships begin with an initial discovery process and the firm requires client approval before executing trades, managing accounts on a non‑discretionary basis.

Compared with peers, the firm combines several statistically uncommon features for a newly organized adviser: it documents fixed‑fee one‑time planning, offers hourly billing for limited‑scope advice, and provides asset‑based portfolio management tailored to individual clients rather than operating private funds or wrap programs. The brochure also notes the principal is recently credentialed (Series 65) following recent completion of undergraduate studies and that the firm’s owner performs minimal unrelated outside work.