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 65
Industry experience
4 years
William Joslyn is a Series 65-licensed financial advisor with Discipline Wealth Solutions, Inc. He has four years of industry experience, including prior roles at CPR Investments, Inc. and Prime Communications. Outside of advising, he works as a distribution driver delivering bread products to grocery stores and restaurants. Discipline Wealth Solutions serves individuals, corporations, other registered advisers, and retirement plans, providing portfolio management, financial planning, and sub-advisory services. The firm manages client assets on a discretionary basis using a tailored investment approach that incorporates asset allocation, dollar-cost averaging, and a mix of long- and short-term strategies.
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 A Century Hill Drive
Latham, NY 12110
New York
Discipline Wealth Solutions, Inc.
2024 - Present (2 years)
CPR Investments, Inc.
2018 - 2024 (6 years)
Prime Communications
2018 - 2023 (5 years)
Gennaros Pizza
2018 - 2018 (1 year)
Executive Cellular Phones
2018 - 2018 (1 year)
Scautub Agency, LLC
2018 - 2022 (4 years)
NY Long Terracare Brokers
2016 - 2018 (2 years)
National Life Group
2016 - 2017 (1 year)
Fierros Pizza
2015 - 2018 (3 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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