Alvin Carlos
District Capital Management · Washington, District of Columbia
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.
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Specialties
Who they serve
- Tech employees
- Early-career professionals
- Mid-life transitions
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 |
| Accepting new clients | Yes |
| Assets under management | $29.6M across 118 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, DC, MD, TX, VA · CRD 6171439 |
| Exams passed | Series 65 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | districtcapitalmanagement.com |
| Profile |
How Alvin's firm compares
- Ongoing planning starts at $6,000 a year, above the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $1,200, below the US median of $2,000 for fee-only firms that publish prices.
- District Capital Management's average account is about $251,000, from its Form ADV (assets managed divided by 118 accounts).
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Questions about Alvin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- District Capital Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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