Daniel Carroll
Alliance Private Wealth · Bee Cave, Texas
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.
Request an introduction to Daniel →
Specialties
Who they serve
- Executives
- Founders
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 | $466.2M across 587 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 4562905 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | allianceprivatewealth.com |
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Alliance Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.