Disciplined Money
We base all fees (financial planning and investment management) on an hourly rate rather than a percentage of assets under management (AUM). We believe financial planning and investment management compliment each other, but do not insist on managing your portfolio in order to provide a financial plan review. Because of the hourly model, we do not have an account minimum in place.
Want to know more? Vist:www.disciplinedmoney.com
Email: Bob@disciplinedmoney.com
Phone: 602-734-5123
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.