# Alejandro Carvalho Rodriguez

> Alejandro Carvalho Rodriguez is a fee-only financial advisor at Planning Trail Investments in Lawrence, Kansas, who holds the CFP credential. Planning Trail Investments reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alejandro-carvalho-rodriguez/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Planning Trail Investments
- **Based in:** Lawrence, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $1.9M across 20 accounts
- **Credentials:** CFP
- **CRD:** 6462942 (https://adviserinfo.sec.gov/individual/summary/6462942)
- **SEC registration:** Investment adviser representative in KS
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://probitaswealthmanagement.com

## Frequently asked questions

### Is Alejandro Carvalho Rodriguez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alejandro holds no broker registration, and Planning Trail Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alejandro charge for financial advice?

Alejandro's firm, Planning Trail Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Does Alejandro work with clients virtually?

Yes. Planning Trail Investments says on its website that it works with clients remotely.

### Where is Alejandro Carvalho Rodriguez based?

Alejandro Carvalho Rodriguez is based in Lawrence, Kansas.

### What credentials does Alejandro Carvalho Rodriguez hold?

Alejandro Carvalho Rodriguez holds the CFP credential.

### Is Alejandro Carvalho Rodriguez registered with the SEC?

Yes. Alejandro Carvalho Rodriguez is registered as an investment adviser representative in KS (CRD 6462942), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Planning Trail Investments manage?

Planning Trail Investments reports $1.9M across 20 accounts in assets under management.

### How do I contact Alejandro Carvalho Rodriguez?

Through Alejandro's website, probitaswealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6462942): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.planningtrail.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.