Firm
Carroll Advisory Group
Texarkana, Texas
Fee-only
Facts
| Based in | Texarkana, Texas |
|---|---|
| Website | carrolladvisory.com |
| [email protected] | |
| Phone | (903) 793-4014 |
Carroll Advisory Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,500 a year |
|---|---|
| One-time plan | From $3,500 |
| Account minimum | $1,000,000 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"we charge a flat annual fee of $12,500 for 2026" source
"The fee for this service is $3,500." source
"We only meet with individuals who have at least $1,000,000 in retirement savings" source
"Expect one flat annual fee that never scales with your success" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $341 million |
| Individual clients | 110 |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 334565 |