Disciplined Money, LLC

Disciplined Money, LLC (CRD# 173349) is a financial advisory firm headquartered in Phoenix, AZ. They manage $17,000,000 in 113 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $150,442
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Disciplined Money, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert J. Burger
CRD#: 2154705
7220 N 16th St, Building D, Phoenix, AZ 85020
96
Wealthminder
score

Robert Burger (CRD# 2154705) is an Investment Advisor Representative working at Disciplined Money, LLC in Phoenix, AZ and has over 26 years of experience in the finance industry. Robert Burger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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