# Alexander Davis

> Alexander Davis is a fee-only financial advisor at Carroll Advisory Group in Texarkana, Texas, who holds the CFP credential. Alexander charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $12,500 a year and one-time plans from $3,500) and focuses on flat-fee planning, retirement planning and tax planning.

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

## Facts

- **Firm:** Carroll Advisory Group
- **Based in:** Texarkana, Texas
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $12,500 a year; one-time plans from $3,500; a $1,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $341.1M across 712 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6965102 (https://adviserinfo.sec.gov/individual/summary/6965102)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2021), Series 66 (2022)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.carrolladvisory.com/

## Frequently asked questions

### Is Alexander Davis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Carroll Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alexander charge for financial advice?

Alexander charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Alexander charge?

According to Carroll Advisory Group's website, checked October 30, 2026: ongoing planning from $12,500 a year; one-time plans from $3,500; a $1,000,000 asset minimum.

### Does Alexander work with clients virtually?

Yes. Carroll Advisory Group says on its website that it works with clients remotely.

### Where is Alexander Davis based?

Alexander Davis is based in Texarkana, Texas.

### What does Alexander specialize in?

Alexander's specialties include flat-fee planning, retirement planning and tax planning. Alexander works with retirees and pre-retirees.

### What credentials does Alexander Davis hold?

Alexander Davis holds the CFP credential.

### Is Alexander Davis registered with the SEC?

Yes. Alexander Davis is registered as an investment adviser representative in TX (CRD 6965102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Carroll Advisory Group manage?

Carroll Advisory Group reports $341.1M across 712 accounts in assets under management.

### How do I contact Alexander Davis?

Through Alexander's website, www.carrolladvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6965102): 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.carrolladvisory.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.