Carroll Advisory Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$5,000

“The fixed fee can range between $1,500 and $5,000 and is due in full in advance of CAG providing the planning service.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Carroll Advisory Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All Comprehensive Investment Management Services fees are prorated and are paid in advance.”
• “Clients custodied at Charles Schwab & Company and whose fees are based on a percentage of AUM will pay fees monthly in advance based on the account balance as of the last day of the previous month.”
• “Financial Planning fees are paid in full in advance of providing the planning service. 6 An account may be terminated with written notice at least 30 calendar days’ notice.”

How Carroll Advisory Group’s fees compare

• Its flat or project fee of $1,500-$5,000 spans the Texas median of $3,850. 45% of the 401 other Texas planners that publish a flat or project fee charge less.

About Carroll Advisory Group

• Principal: Devin Carroll
• Firm size: 7 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

202

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and insurance companies

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$341,058,157

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

334565

Website

carrolladvisory.com (opens in new tab)

Phone

(903) 793-4014

Can advise clients in 9 states: Alabama, Arkansas, California, Colorado, Florida, Louisiana, Texas, Utah, Virginia

Other planners in Texarkana that publish fees

• Corvum Investment ManagementTexarkana$200/hr, $1,000
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000

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