David Carroll
Fairvoy Private Wealth · Birmingham, Alabama
David Carroll is a fee-only financial advisor at Fairvoy Private Wealth in Birmingham, Alabama, who holds the CFP credential. Fairvoy Private Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Fairvoy Private Wealth |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $605.1M across 1,269 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, TX · CRD 4666874 |
| Exams passed | Series 66 (2003) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | fairvoypw.com |
| Profile |
How David's firm compares
- Fairvoy Private Wealth's average account is about $477,000, from its Form ADV (assets managed divided by 1,269 accounts).
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Questions about David
Is David Carroll a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Fairvoy Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Fairvoy Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is David Carroll based?
David Carroll is based in Birmingham, Alabama.
What credentials does David Carroll hold?
David Carroll holds the CFP credential.
Is David Carroll registered with the SEC?
Yes. David Carroll is registered as an investment adviser representative in AL and TX (CRD 4666874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fairvoy Private Wealth manage?
Fairvoy Private Wealth reports $605.1M across 1,269 accounts in assets under management.
How do I contact David Carroll?
Through David's website, fairvoypw.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
- 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.
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