Disciplined Money, LLC
Disciplined Money, LLC (CRD# 173349) is a financial advisory firm headquartered in Phoenix, AZ. They manage $38,922,201 in 206 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management39MILLION
Total Number of Accounts206ACCOUNTS
Average Account Value$188,943
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Burger (CRD# 2154705) is an Investment Advisor Representative working at Disciplined Money, LLC in Phoenix, AZ and has over 31 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.