Philip Sparacino
Disciplined Portfolio Solutions · Leland, North Carolina
Philip Sparacino is a fee-only financial advisor at Disciplined Portfolio Solutions in Leland, North Carolina. Philip focuses on retirement planning. Disciplined Portfolio Solutions reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Disciplined Portfolio Solutions |
|---|---|
| Based in | Leland, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $230.7M across 59 accounts |
| SEC registration | Investment adviser representative in NC, NY · CRD 2836992 |
| Exams passed | Series 63 (1997) · Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dpsinvesting.com |
How Philip's firm compares
- Disciplined Portfolio Solutions's average account is about $3.9 million, from its Form ADV (assets managed divided by 59 accounts).
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Questions about Philip
Is Philip Sparacino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Disciplined Portfolio Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Disciplined Portfolio Solutions, reports charging a percentage of assets on its SEC Form ADV.
Where is Philip Sparacino based?
Philip Sparacino is based in Leland, North Carolina.
What does Philip specialize in?
Philip's specialties include retirement planning.
Is Philip Sparacino registered with the SEC?
Yes. Philip Sparacino is registered as an investment adviser representative in NC and NY (CRD 2836992), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Disciplined Portfolio Solutions manage?
Disciplined Portfolio Solutions reports $230.7M across 59 accounts in assets under management.
How do I contact Philip Sparacino?
Through Philip's website, www.dpsinvesting.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Disciplined Portfolio Solutions website : specialties, clients served, and fees, checked October 30, 2026
- 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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