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