# Carol Alexander

> Carol Alexander is a fee-only financial advisor at Retirement Investment Advisors, Inc. in Frisco, Texas, who holds the AIF, CDFA and CFP credentials. Carol focuses on retirement planning, estate & legacy planning and tax planning. Retirement Investment Advisors, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Retirement Investment Advisors, Inc.
- **Based in:** Frisco, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.49B across 3,444 accounts
- **Credentials:** AIF, CDFA, CFP, CPA/PFS
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4241259 (https://adviserinfo.sec.gov/individual/summary/4241259)
- **SEC registration:** Investment adviser representative in OK, TX
- **Exams passed:** Series 65 (2000), Series 63 (2000)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://theretirementpath.com

## Frequently asked questions

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

Yes. Carol Alexander is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Carol's firm.

### How does Carol charge for financial advice?

Carol's firm, Retirement Investment Advisors, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Carol Alexander based?

Carol Alexander is based in Frisco, Texas.

### What does Carol specialize in?

Carol's specialties include retirement planning, estate & legacy planning and tax planning. Carol works with retirees and pre-retirees.

### What credentials does Carol Alexander hold?

Carol Alexander holds the AIF, CDFA, CFP and CPA/PFS credentials.

### Is Carol Alexander registered with the SEC?

Yes. Carol Alexander is registered as an investment adviser representative in OK and TX (CRD 4241259), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Retirement Investment Advisors, Inc. manage?

Retirement Investment Advisors, Inc. reports $1.49B across 3,444 accounts in assets under management.

### How do I contact Carol Alexander?

Through Carol's website, theretirementpath.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2217): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://theretirementpath.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.