# Alvin Carlos

> Alvin Carlos is a fee-only financial advisor at District Capital Management in Washington, District of Columbia, who holds the CFP and CFA credentials. Alvin charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $6,000 a year and one-time plans from $1,200) and focuses on retirement planning, tax planning and student loans.

Page: https://find.wellspent.co/advisors/alvin-carlos/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** District Capital Management
- **Based in:** Washington, District of Columbia
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; one-time plans from $1,200; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $29.6M across 118 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Tax planning, Student loans, Estate & legacy planning, Flat-fee planning
- **Works with:** Tech employees, Early-career professionals, Mid-life transitions
- **CRD:** 6171439 (https://adviserinfo.sec.gov/individual/summary/6171439)
- **SEC registration:** Investment adviser representative in CA, DC, MD, TX, VA
- **Exams passed:** Series 65 (2011)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://districtcapitalmanagement.com

## Frequently asked questions

### Is Alvin Carlos a fee-only financial advisor?

Yes. Alvin Carlos is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alvin's firm.

### How does Alvin charge for financial advice?

Alvin charges a flat fee or retainer and an ongoing planning fee.

### How much does Alvin charge?

According to District Capital Management's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $1,200; no asset minimum.

### Does Alvin work with clients virtually?

Yes. District Capital Management says on its website that it works with clients remotely.

### Where is Alvin Carlos based?

Alvin Carlos is based in Washington, District of Columbia.

### What does Alvin specialize in?

Alvin's specialties include retirement planning, tax planning, student loans, estate & legacy planning and flat-fee planning. Alvin works with tech employees, early-career professionals and mid-life transitions.

### What credentials does Alvin Carlos hold?

Alvin Carlos holds the CFP and CFA credentials.

### Is Alvin Carlos registered with the SEC?

Yes. Alvin Carlos is registered as an investment adviser representative in CA, DC, MD, TX and VA (CRD 6171439), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does District Capital Management manage?

District Capital Management reports $29.6M across 118 accounts in assets under management.

### How do I contact Alvin Carlos?

Through Alvin's website, districtcapitalmanagement.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/alvin-carlos-10524): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://districtcapitalmanagement.com/): specialties, clients served, and fees, checked October 28, 2026

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