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Orlando Ismael Luna

Advisor at Discipline Wealth Solutions, Inc. — Burleson, TX

Updated today

Credentials

Series 65

Experience

14 years

Location

Burleson, TX

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

Orlando Luna is a financial advisor at Discipline Wealth Solutions, Inc. with 14 years of industry experience. He holds a Series 65 designation and previously worked at CPR Financial Group and CPR Investments Inc. Luna is also a substitute teacher in Arlington, Texas. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing tailored investment advisory services including managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a range of investment approaches and offers oversight of third-party managers alongside in-house portfolio management.

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

Burleson, TX

Burleson TX

Advisors at this office

1

Most active in

Texas

Work history

14 years of industry experience

Discipline Wealth Solutions, Inc.

2024 - Present • 2 years

Greenville, SC

CPR Financial Group

2016 - 2024 • 8 years

Houston, TX

CPR Investments Inc.

2016 - 2024 • 8 years

Houston, TX

HBW Advisory Services LLC

2011 - 2015 • 4 years

Disclosures

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

Business activities & affiliations

David M

Series 63, Series 65, Series 6

Fort Worth, TX

First Command Advisory Services

David Morales is a financial advisor at First Command Advisory Services with Series 6, 63, and Series 65 licenses and one year of industry experience. Prior to joining First Command, he served in the U.S. Navy from 2015 to 2019 and received his bachelor’s degree in Finance at the University of San Diego. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led financial coaching and provides tailored professional services through structured engagement cycles.

Active portfolio management Tax-loss harvesting Wealth management General retirement planning Roth conversion strategy Retired Military & Veterans Mid-Career Professionals Approaching retirement Young Professionals Retired
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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Chukwudi U

Series 65

Ft Worth, TX

Lampados Financial Group, LLC

Chukwudi Uraih is a financial advisor at Lampados Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Booz Allen Hamilton. Uraih serves in the United States Army Reserve. Outside of financial advising, he is the owner and CEO of Lampados Realty Group TX, LLC, which focuses on acquiring real estate for rental purposes. Lampados Financial Group provides fee-only financial planning and investment advisory services to individuals, families, professionals, and investors in firm-managed investment funds. The firm employs a proprietary methodology combining fundamental analysis and algorithmic cash-flow modeling to evaluate financial scenarios and emphasizes diversified, long-term, risk-aware strategies for individual accounts, alongside real-asset acquisition for its funds.

Cash flow / budgeting General retirement planning Tax strategies for small businesses Wealth management Real estate investing
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Clayton K

Series 63, Series 65

Grapevine, TX

Sunsage Capital Management

Clayton Kohl is the sole advisor at Sunsage Capital Management in Grapevine, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Sunsage Capital, LLC since 2001. Sunsage Capital Management provides discretionary investment management to individuals, trusts, charitable organizations, and corporate and institutional clients. The firm employs a proprietary combination of fundamental, technical, and cyclical analysis to construct portfolios emphasizing growth and dividend-growth equities and substantial foreign exposure, with a notable focus on direct foreign and private-market securities.

Active portfolio management Wealth management
user avatar

Omar A

Series 63, Series 65

Benbrook, TX

Blue Ladder Financial Planning, LLC

Omar Aguilar is a financial advisor with Blue Ladder Financial Planning, LLC in Benbrook, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at First Command Advisory Services and First Command Brokerage Services, and he currently serves in the Air Force Reserves as an A1C specializing in Munitions Systems. He is also a board member of the Benbrook Economic Development Committee. Blue Ladder Financial Planning, LLC is registered as an investment manager offering discretionary direct asset management along with financial planning and consulting services. The firm employs a variety of analytical techniques to guide investment decisions based on documented client objectives and risk tolerances, managing accounts separately and utilizing digital custodial platforms.

General retirement planning Income planning Wealth management Tax-loss harvesting Life insurance needs analysis
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