Disciplined Investors, L.L.C. fees and pricing
Financial planner in Waco, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Disciplined Investors, L.L.C. charges $150-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Investment Advice and Consultation Services Compensation can be based on hourly charges at a range of $150 to $300 as negotiated with the client. 401(k) Plan Services Fees for Plan services may be based on a percent of Plan assets or a flat fee as negotiated with the Plan Sponsor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Disciplined Investors, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment management fees are billed in arrears and may be deducted from clients’ accounts.”
How Disciplined Investors, L.L.C.’s fees compare
- Its hourly rate of $150-$300 spans the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
- 1 of the 5 other planners in Waco that publish an hourly rate charge less.
About Disciplined Investors, L.L.C.
“Advisory Firm Description Disciplined Investors, L.L.C. (“DI” or the “Firm”) has been providing investment management and advice for individuals, retirement plans and trusts since 1999.”
- Firm size: 8 employees.
- Registered as an adviser: 2007 (19 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 480
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $941,638,408
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 114614
- Phone
- (254) 265-7410
Can advise clients in 6 states: California, Colorado, Florida, Louisiana, Oklahoma, Texas
Other planners in Waco that publish fees
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- Brilliant Financial Strategies LLCWaco$200-$500/hr, $300-$500/mo
- John Wessler & AssociatesWaco$250/hr, $25,000
- Noble Advisory Group LLCWaco$150/hr
- Open Range Financial Group, LLCWaco$10,000
- The Aspen Equity GroupWaco$275/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.