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Advisors / Arizona / Paradise Valley
24yrs

Frederick Schubert

Financial advisor at Stonewall Equities

Frederick Schubert is a fiduciary financial advisor in Paradise Valley, Arizona, with 24 years in the industry. Frederick joined Stonewall Equities in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Stonewall Equities reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 22 advisors with offices in Paradise Valley, and one of 21 fiduciaries.

Paradise Valley, AZFiduciary advisor
Call the officeDirections

At a glance

Experience24 years (since 2002)
How that compares ?More experience than 74% of advisors in Arizona
OfficeParadise Valley, AZ
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$291,069
States licensed ?1 state

Services through Stonewall Equities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2016 – now
  2. 2010 – 2015

Questions to ask Frederick

Tailored to Frederick’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Frederick

How do I contact Frederick?

Call Stonewall Equities at 602-818-9008 and ask for Frederick Schubert. Frederick works from the Paradise Valley, AZ office.

How long has Frederick been a financial advisor?

Frederick has been in the industry since 2002, about 24 years. More experience than 74% of advisors in Arizona.

What licenses does Frederick hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Frederick a fiduciary?

Frederick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Frederick paid?

Stonewall Equities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Frederick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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