Carol Alexander
Retirement Investment Advisors, Inc. · Frisco, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $1.49B across 3,444 accounts |
| Credentials | AIF · CDFA · CFP · CPA/PFS |
| SEC registration | Investment adviser representative in OK, TX · CRD 4241259 |
| Exams passed | Series 65 (2000) · Series 63 (2000) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | theretirementpath.com |
How Carol's firm compares
- Retirement Investment Advisors, Inc.'s average account is about $433,000, from its Form ADV (assets managed divided by 3,444 accounts).
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Questions about Carol
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Frisco
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Retirement Investment Advisors, Inc. 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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