Disciplined Money, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 23, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“At the current hourly rate ($250/hour), the quarterly fee would be $750 ($3,000 annually).”

Flat or project fee

$1,000⁠-⁠$2,500

“Typical plan fees vary between $1,000 and $2,500.”

Quarterly fee

$750/qtr

“At the current hourly rate ($250/hour), the quarterly fee would be $750 ($3,000 annually).”

Annual fee

$3,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Disciplined Money, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Any remaining amount due is invoiced upon completion of the process.”
• “Payment may be made by check or credit/debit card via invoicing software.”
• “Investment Management Services Annualized investment management fees will be billed quarterly, in advance.”

How Disciplined Money, LLC’s fees compare

• Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
• 11 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,500 is below the Arizona median of $3,100. 24% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 6 of the 30 other planners in Phoenix that publish a flat or project fee charge less.
• Its annual fee of $3,000 is below the Arizona median of $10,000. 16% of the 43 other Arizona planners that publish an annual fee charge less.
• 3 of the 10 other planners in Phoenix that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Disciplined Money, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Clients

50

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$53,317,986

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173349

Website

disciplinedmoney.com (opens in new tab)

Phone

(602) 734-5123

Other planners in Phoenix that publish fees

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• Alpha FiduciaryPhoenix$350/hr
• Arcadia Wealth LLCPhoenix$350⁠-⁠$750/hr, $5,000⁠-⁠$25,000
• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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