Advisor at Discipline Wealth Solutions, Inc.
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Firm
Discipline Wealth Solutions, Inc.
Location
Lebanon, OH 45036
Credentials
Series 65
Industry experience
20 years
James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with 20 years of industry experience. He holds a Series 65 designation and has worked at Financial Wings, LLC since 2005. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages client assets on a discretionary basis and tailors investment advice using a variety of strategies, including asset allocation and technical analysis.
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
12 East Warren St
Lebanon, OH 45036
Hawaii · Ohio
Discipline Wealth Solutions, Inc.
2024 - Present (2 years)
Financial Wings, LLC
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
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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