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
Birmingham, AL
Credentials
Series 63, Series 65
Industry experience
34 years
Renee Cuchetti is a financial advisor with Discipline Wealth Solutions, Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. Her prior roles include positions at CPR Financial Group, LLC, CPR Investments, Inc., and Next Financial Group Inc. She also works as an insurance agent involved in the sale of various insurance products. Discipline Wealth Solutions serves individuals, corporations, other registered advisers, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm manages assets on a discretionary basis with tailored investment strategies and provides ERISA 3(38) investment manager services along with participant education.
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
Birmingham, AL
Michigan
Discipliance Wealth Solutions, Inc.
2024 - Present (2 years)
Tax Solutions Consultations
2018 - Present (8 years)
CPR Financial Group, LLC
2016 - 2024 (8 years)
CPR Investments, Inc.
2016 - 2024 (8 years)
John Galt Institute
2016 - 2019 (3 years)
Next Financial Group Inc
2012 - 2016 (4 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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