Alejandro Carvalho Rodriguez
Planning Trail Investments · Lawrence, Kansas
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.
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Facts
| Firm | Planning Trail Investments |
|---|---|
| Based in | Lawrence, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Assets under management | $1.9M across 20 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS · CRD 6462942 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | probitaswealthmanagement.com |
How Alejandro's firm compares
- Planning Trail Investments's average account is about $97,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Alejandro
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lawrence
Where this information comes from
- SEC adviser records : 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
- Planning Trail Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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