A complete list of active advisors currently associated with Disciplined Money, LLC

Warmer can help you find a great advisor at Disciplined Money, LLC or one who fits your needs even better.

Disciplined Money, LLC provides financial planning, investment consultation, and portfolio management primarily to individual investors and their families, and will on a limited basis work with retirement plans when connected to a client. The firm operates as a solo registered investment adviser and offers both one-time hourly consultations and ongoing advisory engagements. The firm describes its investment approach as grounded in Modern Portfolio Theory and the efficient market hypothesis, emphasizing diversified portfolios using mutual funds and ETFs and advising that investment management be considered only after a financial plan is reviewed. It typically implements advice directly for clients rather than outsourcing to third‑party managers and may provide discretionary management where agreed. What is distinctive for this independent, fee-only practice is that it does not base advisory compensation on a percentage of assets under management—an arrangement that is more common among peers—and it does not accept commissions or ongoing trailer (12b‑1) fees. Managing roughly $53 million for a relatively small client roster, the firm emphasizes planning-driven engagements, direct custody arrangements, and limited conflicts through its stated policies on custody and personal trading.

To learn more about the advisors currently working at Disciplined Money, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.