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

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

Disciplined Wealth Management, LLC provides wealth management through investment supervisory services primarily to individuals and retirement accounts, and it also offers subadvisory research and model trade suggestions to other registered investment advisers as well as consultation services to 401(k) plan sponsors and participants. The firm is operated by its owner as the sole investment adviser representative and has been in business since 2006. The firm employs a quantitative, rules-based methodology using a suite of tactical models that analyze more than 25 asset groups and adjust equity and bond allocations based on daily market indicators; portfolios are typically implemented with mutual funds and, in some programs, leveraged funds, and are managed on a discretionary basis. Models are reviewed daily with at least annual suitability reviews for clients, and clients may impose reasonable investment restrictions on their accounts. Distinctive aspects disclosed in the brochure include an SEC disciplinary matter from 2000 involving misleading performance reporting that resulted in a $5,000 fine, and the firm’s active subadvisory role and fee-sharing arrangements with an unaffiliated adviser, which the brochure identifies as a potential conflict of interest. The combination of a solo practitioner structure with institutional-facing services (subadvisory work and retirement-plan consulting) and the firm’s tactical, model-driven process differentiates it from many peers.

To learn more about the advisors currently working at Disciplined Wealth Management, 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.

Name	Location	Years of experience
Troy Schield	Highlands Ranch, CO	30

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