Donnie Carpenter
First Move Financial · The Woodlands, Texas
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.
Request an introduction to Donnie →
Facts
| Firm | First Move Financial |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $11.2M across 101 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5232483 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.firstmovefinancial.com |
| Profile |
How Donnie's firm compares
- First Move Financial's average account is about $111,000, from its Form ADV (assets managed divided by 101 accounts).
Request an introduction to Donnie
Tell Donnie a little about what you're looking for. Donnie 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 Donnie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in The Woodlands
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.
See something wrong? Request a correction. Read our methodology.