Discipline Wealth Solutions, Inc.

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Total assets under management

$316,318,696

Total clients

1,302

2% high-net worth

Total advisors

of 15 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$242,948

Client services

Portfolio management Pension consulting Selection of other advisers 3(38)

Fee options

Fixed

Fixed fee for comprehensive financial planning services up to $30,000 per plan

Percentage

$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%

Project-based

$125 to $500 per hour based on complexity and experience

Other

Fee-only: Financial planning fees: hourly rate $125 to $500; fixed fee up to $30,000 per plan

Disclosures

Business activities & affiliations

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.

Main office location

Discipline Wealth Solutions, Inc.

15 Halton Green Way

Greenville SC 29607, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 864-322-6046

Advisors at this firm

William J

Series 65

Latham, NY

Discipline Wealth Solutions, Inc.

David F

Series 63, Series 65

Sterling Heights, MI

Discipline Wealth Solutions, Inc.

Orlando L

Series 65

Burleson, TX

Discipline Wealth Solutions, Inc.

Kevin S

Series 66

Hixson, TN

Discipline Wealth Solutions, Inc.

Ernest R

Series 63, Series 65

Tappan, NY

Discipline Wealth Solutions, Inc.

Joseph P

Series 63, Series 65

Latham, NY

Discipline Wealth Solutions, Inc.

James S

Series 65

Lebanon, OH

Discipline Wealth Solutions, Inc.

Marc B

Series 63, Series 65

Greenville, SC

Discipline Wealth Solutions, Inc.

Anthony C

CFP®, Series 63, Series 65

Greenville, SC

Discipline Wealth Solutions, Inc.

Brooks S

Series 63, Series 65

Milton, PA

Discipline Wealth Solutions, Inc.

Elizabeth M

Series 63, Series 65

Stuart, FL

Discipline Wealth Solutions, Inc.

George J

Series 65, Series 66

Troy, MI

Discipline Wealth Solutions, Inc.

Bryan B

Series 66

Albuquerque, NM

Discipline Wealth Solutions, Inc.

Renee C

Series 63, Series 65

Birmingham, AL

Discipline Wealth Solutions, Inc.

Jason Y

Series 65

Port St. Lucie, FL

Discipline Wealth Solutions, Inc.

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