# Daniel Carroll

> Daniel Carroll is a fee-only financial advisor at Alliance Private Wealth in Bee Cave, Texas, who holds the CFA credential. Daniel focuses on founders (pre-exit), small business owners and retirement with concentrated positions. Alliance Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Alliance Private Wealth
- **Based in:** Bee Cave, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $466.2M across 587 accounts
- **Credentials:** CFA
- **Specialties:** Founders (pre-exit), Small business owners, Retirement with concentrated positions, Equity compensation, Estate & legacy planning
- **Works with:** Executives, Founders
- **CRD:** 4562905 (https://adviserinfo.sec.gov/individual/summary/4562905)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://allianceprivatewealth.com

## Frequently asked questions

### Is Daniel Carroll a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Alliance Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Alliance Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Carroll based?

Daniel Carroll is based in Bee Cave, Texas.

### What does Daniel specialize in?

Daniel's specialties include founders (pre-exit), small business owners, retirement with concentrated positions, equity compensation and estate & legacy planning. Daniel works with executives and founders.

### What credentials does Daniel Carroll hold?

Daniel Carroll holds the CFA credential.

### Is Daniel Carroll registered with the SEC?

Yes. Daniel Carroll is registered as an investment adviser representative in TX (CRD 4562905), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alliance Private Wealth manage?

Alliance Private Wealth reports $466.2M across 587 accounts in assets under management.

### How do I contact Daniel Carroll?

Through Daniel's website, allianceprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4562905): 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://allianceprivatewealth.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.