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
Milton, PA
Credentials
Series 63, Series 65
Industry experience
22 years
Fixed fee for comprehensive financial planning services up to $30,000 per plan
$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 fees: hourly rate $125 to $500; fixed fee up to $30,000 per plan
Discipline Wealth Solutions, Inc.
2024 - Present (2 years)
Alphastar Capital Management, LLC
2023 - Present (3 years)
Murray Wealth Management
2021 - 2022 (1 year)
Cambridge Investment Research Advisors, Inc.
2020 - 2020 (1 year)
Cambridge Investment Research, Inc.
2017 - 2018 (1 year)
Cambridge Investment Research Advisors, Inc.
2017 - 2018 (1 year)
The Stahlnecker Group
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 66
Lewisburg, PA
Edward Jones
Series 66
Lewisburg, PA
Edward Jones
Series 65
Lewisburg, PA
Granite Financial Advisors, Inc.
CFP®
Lewisburg, PA
Omniwealth Investments LLC
OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.
Series 63, Series 65
Lewisburg, PA
Tower Wealth Partners
CFP®, Series 66
Lewisburg, PA
Vision Wealth Advisors, LLC
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