Jeremy Reed
Carroll Advisory Group · Texarkana, Texas
Jeremy Reed is a fee-only financial advisor at Carroll Advisory Group in Texarkana, Texas, who holds the CFP credential. Jeremy 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 6628677 |
| Exams passed | Series 63 (2024) · Series 66 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.carrolladvisory.com |
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Questions about Jeremy
Is Jeremy Reed a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy 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 Jeremy charge for financial advice?
Jeremy charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Jeremy 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 Jeremy work with clients virtually?
Yes. Carroll Advisory Group says on its website that it works with clients remotely.
Where is Jeremy Reed based?
Jeremy Reed is based in Texarkana, Texas.
What does Jeremy specialize in?
Jeremy's specialties include flat-fee planning, retirement planning and tax planning. Jeremy works with retirees and pre-retirees.
What credentials does Jeremy Reed hold?
Jeremy Reed holds the CFP credential.
Is Jeremy Reed registered with the SEC?
Yes. Jeremy Reed is registered as an investment adviser representative in TX (CRD 6628677), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carroll Advisory Group manage?
Carroll Advisory Group reports $341.1M across 712 accounts in assets under management.
How do I contact Jeremy Reed?
Through Jeremy'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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