$53.3M Total AUM
$53.3M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-04-2015
- Office Locations
- 1
Office Locations
7220 N 16th ST Building D Phoenix AZ
About Disciplined Money, LLC
Disciplined Money, LLC (Phoenix, AZ) provides hourly, fee-only financial planning focused on retirement readiness, cash-flow and tax-aware decisions, including 401(k) and fund-level portfolio guidance. Clients can use periodic plan updates or ongoing investment management billed by time rather than AUM; portfolios are primarily implemented with ETFs, with custody at Schwab.
Team overview
-- AVG AGE
$53.3M AVG AUM / ADVISOR
$784.1K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERT JOSEPH BURGER
Chief Compliance Officer, Founder, Manager
- CRD
- #2154705
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,317,986 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,317,986 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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