# Bob Burger

> Bob Burger is a fee-only financial advisor at Disciplined Money in Phoenix, Arizona, who holds the CFP credential. Bob charges hourly fees, a one-time planning fee and an ongoing planning fee (ongoing planning from $1,000 a year and one-time plans from $1,500) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/bob-burger/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Disciplined Money
- **Based in:** Phoenix, Arizona
- **Fee model:** Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $1,000 a year; one-time plans from $1,500; $250 an hour; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $53.3M across 242 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **Firm size:** 1 employee
- **Website:** http://disciplinedmoney.com

## Frequently asked questions

### Is Bob Burger a fee-only financial advisor?

Yes. Bob Burger is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Bob charge for financial advice?

Bob charges hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does Bob charge?

According to Disciplined Money's website, checked October 28, 2026: ongoing planning from $1,000 a year; one-time plans from $1,500; $250 an hour; no asset minimum.

### Where is Bob Burger based?

Bob Burger is based in Phoenix, Arizona.

### What does Bob specialize in?

Bob's specialties include retirement planning and tax planning. Bob works with retirees and pre-retirees.

### What credentials does Bob Burger hold?

Bob Burger holds the CFP credential.

### How much does Disciplined Money manage?

Disciplined Money reports $53.3M across 242 accounts in assets under management.

### How do I contact Bob Burger?

Through Bob's website, disciplinedmoney.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38253): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.disciplinedmoney.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.