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Brooks Eugene Stahlnecker

Advisor at Discipline Wealth Solutions, Inc. — Milton, PA

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

Milton, PA

Discipline Wealth Solutions, Inc. logo

Discipline Wealth Solutions, Inc.

Team

Total advisors

17

Across 16 offices

Clients per advisor

113 Very High

Avg AUM per client

$371,611 Very Low

HNW client ratio

13% Low

About

Brooks Stahlnecker is a financial advisor at Discipline Wealth Solutions, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Alphastar Capital Management and Cambridge Investment Research. Brooks is the founder and president of Financial Fire Drill LLC, an educational firm focused on preparing individuals for financial emergencies. Discipline Wealth Solutions provides investment advisory services to individuals, corporations, retirement plans, and other advisors. The firm offers tailored portfolios incorporating various investment strategies and serves as a Section 3(38) ERISA investment manager for retirement clients.

Client services

Based on Discipline Wealth Solutions, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers 3(38)

Expertise

Based on Discipline Wealth Solutions, Inc.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Cash flow / budgeting Annuities

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Fee options

Fixed

Fixed fees for comprehensive financial planning services up to $30,000 based on case complexity.

Percentage

$0 - $250,000: 1.65% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.40% $3,000,001 - $5,000,000: 1.35% $5,000,001+: 1.32%

Project-based

$125 to $500 per hour based on complexity and experience needed.

Other

Fee-only: Fees based primarily on asset size and complexity, with fee tiers as listed above and negotiable fees.

Location

See office

Milton, PA

Milton PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

23 years of industry experience

Discipline Wealth Solutions, Inc.

2024 - Present • 2 years

Greenville, SC

Alphastar Capital Management, LLC

2023 - 2024 • 1 year

Milton, PA

Murray Wealth Management

2021 - 2022 • 1 year

Lancaster, PA

Cambridge Investment Research Advisors, Inc.

2020 - 2020 • 1 year

Fairfield, IA

Cambridge Investment Research, Inc.

2017 - 2018 • 1 year

Fairfield, IA

Cambridge Investment Research Advisors, Inc.

2017 - 2018 • 1 year

Fairfield, IA

The Stahlnecker Group

2005 - Present • 21 years

Milton, PA

Principal Financial Services

2005 - 2006 • 1 year

Danville, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Curtis N

Series 65

Lewisburg, PA

Pioneer Fortress Consulting LLC

Curtis Nicholls is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Pioneer Fortress Consulting LLC and has been an associate professor at Bucknell University since 2009, where he teaches and conducts academic research. Pioneer Fortress Consulting provides investment advisory and financial planning services to individuals and families, focusing on self-directed asset management without taking custody of client assets or exercising discretionary trading authority. The firm offers educational seminars and tailors advice to clients’ time horizons and risk tolerances, using broadly diversified investments such as ETFs, mutual funds, and fixed income instruments.

Cash flow / budgeting
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Bradley C

Series 65

Lewisburg, PA

Granite Financial Advisors, Inc.

Bradley Catherman is a financial advisor at Granite Financial Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Granite Financial Advisors since 2016. In addition to his advisory role, he is a full-time teacher with the Lewisburg Area School District. Granite Financial Advisors provides wealth management and comprehensive financial planning services to individuals, trusts, corporations, and estates. The firm employs quantitative analysis and cost-controlled, dividend-focused investment strategies, managing approximately $1.83 million across eleven clients.

Debt management College savings (529s, UTMA, etc.) Retirement income strategy Educators, Teachers, and Academics
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Justin B

CFP®, Series 66

Lewisburg, PA

Vision Wealth Advisors, LLC

Justin Buttrick is a CFP® professional with 17 years of experience in financial advising. He is the sole advisor at Vision Wealth Advisors, LLC, an independent SEC-registered firm he joined in 2024. His prior experience includes roles at Private Advisor Group, LPL Financial, and Edward Jones. Vision Wealth Advisors manages approximately $104.6 million for around 200 clients, offering investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, employer plan sponsors, and businesses. The firm combines passive and active investment strategies and provides ERISA fiduciary services to employer plan sponsors, alongside access to multiple custodians and institutional resources.

Business ownership considerations Business exit / sale strategy Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner

Josh K

CFP®

Lewisburg, PA

Omniwealth Investments LLC

OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Pierce E

Series 65

Mifflinburg, PA

Buffalo Valley Wealth Plus

Pierce Edinger is a financial advisor at Buffalo Valley Wealth Plus with one year of industry experience. He holds a Series 65 credential and has previously worked at Susquehanna Community Bank. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that emphasize income-generating instruments alongside mutual funds, ETFs, fixed income, and annuities, and also offers discretionary and non-discretionary portfolio management with ongoing financial coaching.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Darin K

CFP®, Series 63, Series 65

Lewisburg, PA

Tower Wealth Partners

Darin Koss is a CFP® with 34 years of industry experience and is currently an advisor at Tower Wealth Partners in Lewisburg, PA. His prior roles include positions at Raymond James Financial Services and founding Koss Financial Group, where he remains owner of a support company unrelated to investment advisory. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and employs a long-term oriented investment approach combining fundamental and technical analysis.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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