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
Latham, NY 12110
Credentials
Series 63, Series 65
Industry experience
18 years
Joseph Petry is a financial advisor at Discipline Wealth Solutions, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ausdal Financial Partners, CPR Financial Group, and his own practice, Petry Financial Services. Outside of advising, he is a freelance actor involved in background acting. 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 and employs a variety of investment strategies tailored to clients’ objectives and risk tolerance.
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
6 Century Hill Drive Suite 2 A
Latham, NY 12110
New York
IBN Financial Services, Inc.
2024 - Present (2 years)
Discipline Wealth Solutions, Inc.
2024 - Present (2 years)
Ausdal Financial Partners, INC
2017 - 2024 (7 years)
CPR Financial Group LLC
2016 - 2024 (8 years)
CPR Investments
2016 - 2024 (8 years)
Petry Financial Services
2008 - Present (18 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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I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.
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