Firm
Carvalho Investment Group
Austin, Texas
Fee-only
Carvalho Investment Group at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 15 individual clients.
- Its average account is about $388,000 (assets it manages divided by its 16 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | carvalhoinvestmentgroup.com |
| Phone | (806) 283-4862 |
Carvalho Investment Group fees
Carvalho Investment Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly |
|---|---|
| Assets managed | $6 million |
| Individual clients | 15 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 312231 |