Donnie Carpenter
Donnie Carpenter is a CFP-designated registered investment advisor at First Move Financial, LLC, based in The Woodlands, TX, with 12 years of industry experience. Donnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 29 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Move Financial offers investment management only to clients who also subscribe to their comprehensive financial planning service. The comprehensive financial planning and investment management fee is an ongoing monthly fee of 1% of your adjusted gross income plus 0.50% of your net worth per year.
Contact
Donnie Carpenter
Location
The Woodlands, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2017Employment History
Current Registrations
First Move Financial, LLC
Previous Registrations
Hfg Wealth Management, LLC
Back Office Solutions, LLC
Mcs Financial Advisors
Alison, LLC Investment Advisors
Kms Financial Services, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I grew up in an upper-middle class family, my dad being the first in our family to graduate college. He then set a goal of providing a college education for my brothers and me. After seeing my parents struggle through paying for my college and other common financial issues (remember the dot com bubble?) I decided that I wanted to help people with their money, but didn't know how. In pursuing my wife and wanting a good reason to stay in Lubbock, I entered the Masters program for Personal Financial Planning at Texas Tech University, earning my degree in 2006. After my graduation it was my wife's turn to earn her Masters, so we moved to Corvallis, Oregon, for her to study Creative Writing at Oregon State University. In 2016, we moved back to the Houston area to be closer to family.