Advisor at Discipline Wealth Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Discipline Wealth Solutions, Inc.
Location
Milton, PA
Credentials
Series 63, Series 65
Industry experience
22 years
Brooks Stahlnecker is a financial advisor at Discipline Wealth Solutions, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Alphastar Capital Management and Murray Wealth Management. Brooks is also the founder and president of Financial Fire Drill LLC, an educational firm focused on preparing individuals for financial emergencies. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages assets on a discretionary basis, tailoring investment advice to clients’ objectives and risk tolerance through a variety of strategies and oversight of third-party managers.
Based on Discipline Wealth Solutions, Inc.
Based on Discipline Wealth Solutions, Inc.
Fixed fees for comprehensive financial planning up to $30,000 per plan, negotiable
$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%
$125 to $500 per hour based on complexity and experience
Fee-only: Financial planning fixed fees up to $30,000 per plan; hourly fees $125 to $500 per hour
Milton, PA
Pennsylvania
Discipline Wealth Solutions, Inc.
2024 - Present (2 years)
Alphastar Capital Management, LLC
2023 - Present (3 years)
Murray Wealth Management
2021 - 2022 (1 year)
Cambridge Investment Research Advisors
2020 - 2020 (1 year)
Cambridge Investment Research, Inc.
2017 - 2018 (1 year)
Cambridge Investment Research Advisors
2017 - 2018 (1 year)
The Stahlnecker Group
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Lewisburg, PA
Granite Financial Advisors, Inc.
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.
Series 63, Series 65
Lewisburg, PA
Tower Wealth Partners
CFP®, Series 66
Lewisburg, PA
Vision Wealth Advisors, LLC
Series 63, Series 65
Lewisburg, PA
Tower Wealth Partners
Series 65
Mifflinburg, PA
Buffalo Valley Wealth Plus
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