Devin Anthony Carroll

CFP

Carroll Advisory Group

23 Years of Experience

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Firm Information

Carroll Advisory Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

4 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Financial Plan Fee:$1,500 - $5,000

For Comprehensive Investment Management Services, you'll pay the lesser of up to 1% of your assets under management or an annual flat fee of $10,610, adjusted annually by 3%. Financial planning fees range from $1,500 to $5,000, due in full in advance. There is no minimum account size requirement.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Advisor Information

Office location

4203 Richmond Place, Texarkana, TX, 75503

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2007

Denied

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Other Business ActivitiesSells Insurance

Devin is a notary since 2010 and spends minimal time on this activity. Devin also sells life insurance, dedicating a few hours per week, and owns Carroll Media Properties, creating retirement-related content and generating revenue through various channels, which takes a significant amount of his time.