Angelo Ochoa
Disciplined Investors · Waco, Texas
Angelo Ochoa is a fee-only financial advisor at Disciplined Investors in Waco, Texas. Disciplined Investors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Disciplined Investors |
|---|---|
| Based in | Waco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $941.6M across 1,632 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7197424 |
| Exams passed | Series 65 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.dinvestors.com |
How Angelo's firm compares
- Disciplined Investors's average account is about $577,000, from its Form ADV (assets managed divided by 1,632 accounts).
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Questions about Angelo
Is Angelo Ochoa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angelo holds no broker registration, and Disciplined Investors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angelo charge for financial advice?
Angelo's firm, Disciplined Investors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Angelo Ochoa based?
Angelo Ochoa is based in Waco, Texas.
Is Angelo Ochoa registered with the SEC?
Yes. Angelo Ochoa is registered as an investment adviser representative in TX (CRD 7197424), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Disciplined Investors manage?
Disciplined Investors reports $941.6M across 1,632 accounts in assets under management.
How do I contact Angelo Ochoa?
Through Angelo's website, www.dinvestors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Waco
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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