# Donnie Carpenter

> Donnie Carpenter is a fee-only financial advisor at First Move Financial in The Woodlands, Texas, who holds the CFP credential. First Move Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/donnie-carpenter/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** First Move Financial
- **Based in:** The Woodlands, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $11.2M across 101 accounts
- **Credentials:** CFP
- **CRD:** 5232483 (https://adviserinfo.sec.gov/individual/summary/5232483)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.firstmovefinancial.com/

## Frequently asked questions

### Is Donnie Carpenter a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donnie holds no broker registration, and First Move Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donnie charge for financial advice?

Donnie's firm, First Move Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Donnie Carpenter based?

Donnie Carpenter is based in The Woodlands, Texas.

### What credentials does Donnie Carpenter hold?

Donnie Carpenter holds the CFP credential.

### Is Donnie Carpenter registered with the SEC?

Yes. Donnie Carpenter is registered as an investment adviser representative in TX (CRD 5232483), 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 First Move Financial manage?

First Move Financial reports $11.2M across 101 accounts in assets under management.

### How do I contact Donnie Carpenter?

Through Donnie's website, www.firstmovefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5232483): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.