 RETIREMENT PLANNING | INVESTMENT MANAGEMENT
Premium Advisors for a Flat Fee
Keep your money where it belongs, in your retirement account.
Retirement planning and investment management are incredibly valuable, but how these services are typically priced doesn’t make sense. Most advisors base their fees on a percentage of managed assets. For example, if the fee is 1% (the most common), a 2.5 million dollar account would cost $25,000 per year. On a 5 million dollar account, the cost would be $50,000 per year.Â
No one talks about this, though: The advisor's work remains relatively the same, no matter what. We think there’s a fairer way to serve, so we offer the highest level of guidance and support for a simple and transparent flat fee.
Help shouldn't hurt.
Get the retirement plan you deserve, plus the support you need to live it out—all for a flat fee.
Hi, I'm Devin Carroll, CFP®.
After more than two decades of assisting people like you, in good markets and bad, here are the questions my team and I hear most often…
- How can I make sure I don't run out of money?Â
- Should I consider Roth conversions?
- How can I decrease the taxes I pay in retirement?Â
- What's the most optimal sequence to withdraw my retirement savings?Â
- How do I coordinate my Social Security filing strategy with my other assets and income?
The truth is, planning for retirement and choosing the right investments can be intimidating. But with the right team of advisors, it doesn’t have to be. We’d be honored to answer your questions, build your plan, and journey with you through a clear and confident retirement.
 Here's what you can expect.
Jargon-free guidance.
You shouldn't have to have a PhD in finance to have complete confidence in your plan for retirement.
A well-defined plan.
You deserve a detailed plan that covers all life's "what ifs" and evolves with your life.
Crystal-clear reports.
You'll never wonder what's
happening with your money.
Let's get started.
Pricing     Â
Our services are designed for those who:
- realize their time isn't best spent on becoming a retirement expert
- recognize meaningful goals are not achieved overnight
- have expectations of realistic investment returns (not trying to beat the returns of the stock market)
- have between $1 million-$10 million in retirement savings
Annual Flat-Rate Pricing
$10,610*
for households with investable assets >$1,000,000
Your fee includes:
- Unlimited access to the Carroll Advisory team by Zoom, email, or phone
- The Carroll Advisory Annual Alignment™ meeting to set the schedule for the year ahead
- Annual update to The Carroll Advisory Retirement Roadmap™ plan
- The Carroll Advisory Year-End Review™
- The Carroll Advisory Client Care Continuum™
WHAT DOES IT LOOK LIKE TO WORK WITH US?
*2025 fee. Fees in subsequent years will increase by 3%
"Devin Carroll and his team have given us renewed confidence, both in our "plan for retirement" but also in the Financial Planning profession. There are still good, honest people out there! Give them a call. You will not be disappointed! We are so glad we did."
-Â DC Y
"It takes a lot of faith to trust someone with your financial future, and Devin and his team at Carroll Advisory Group are definitely top notch at their craft. I surely recommend getting on board with this highly experienced group of people."
-Â Jonathan F
"Devin and his team have gone above and beyond what we would have imagined. We have so much more clarity now and are grateful for the team. Things that were confusing to us in the past are now making much more sense."
-Â Mary C
How John Saved $1,034,997 in Fees: A Real-Life Case Study
Â
It’s time to rethink the cost of expert guidance and find a solution that keeps more of your money where it belongs – in your retirement account.
Retirement planning, uncomplicated.