Devin Carroll
Carroll Advisory Group · Texarkana, Texas
Devin Carroll is a fee-only financial advisor at Carroll Advisory Group in Texarkana, Texas, who holds the CFP credential. Devin charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $12,500 a year and one-time plans from $3,500) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Carroll Advisory Group |
|---|---|
| Based in | Texarkana, Texas |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $12,500 a year · One-time plans from $3,500 · A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $341.1M across 712 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4590788 |
| Exams passed | Series 63 (2002) · Series 66 (2008) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.carrolladvisory.com |
| Profile |
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Questions about Devin
Is Devin Carroll a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Devin holds no broker registration, and Carroll Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Devin charge for financial advice?
Devin charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Devin charge?
According to Carroll Advisory Group's website, checked October 30, 2026: ongoing planning from $12,500 a year; one-time plans from $3,500; a $1,000,000 asset minimum.
Does Devin work with clients virtually?
Yes. Carroll Advisory Group says on its website that it works with clients remotely.
Where is Devin Carroll based?
Devin Carroll is based in Texarkana, Texas.
What does Devin specialize in?
Devin's specialties include flat-fee planning, retirement planning and tax planning. Devin works with retirees and pre-retirees.
What credentials does Devin Carroll hold?
Devin Carroll holds the CFP credential.
Is Devin Carroll registered with the SEC?
Yes. Devin Carroll is registered as an investment adviser representative in TX (CRD 4590788), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Carroll Advisory Group manage?
Carroll Advisory Group reports $341.1M across 712 accounts in assets under management.
How do I contact Devin Carroll?
Through Devin's website, www.carrolladvisory.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
- Carroll Advisory Group 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.
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