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
Stuart, FL 34994
Credentials
Series 63, Series 65
Industry experience
21 years
Elizabeth Milardo is a financial advisor with Discipline Wealth Solutions, Inc. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior firms include Commonwealth Financial Network and Cambridge Investment Research. Milardo is also the owner of Turnkey Financial Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Discipline Wealth Solutions serves individuals, corporations, other registered advisers, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm generally manages client assets on a discretionary basis, tailoring investment advice to client objectives and risk tolerance using a variety of strategies and regularly reviewing accounts.
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
759 Sw Federal Highway, Suite 309
Stuart, FL 34994
Florida
Discipline Wealth Solutions, Inc.
2025 - Present (1 year)
Turnkey Financial Partners
2023 - Present (3 years)
Commonwealth Financial Network
2023 - 2025 (2 years)
Cambridge Investment Research Advisors
2015 - 2023 (8 years)
Cambridge investment Research, Inc.
2015 - 2023 (8 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
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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