Bob Burger
Disciplined Money · Phoenix, Arizona
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $53.3M across 242 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | disciplinedmoney.com |
How Bob's firm compares
- Ongoing planning starts at $1,000 a year, below the Arizona median of $4,800 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, in line with the Arizona median of $1,650 for fee-only firms that publish prices.
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- Disciplined Money's average account is about $220,000, from its Form ADV (assets managed divided by 242 accounts).
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Questions about Bob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Disciplined Money website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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