Robert Burger
Disciplined Money · Phoenix, Arizona
Robert Burger is a fee-only financial advisor at Disciplined Money in Phoenix, Arizona, who holds the CFP credential. Disciplined Money reports charging hourly fees on its Form ADV.
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Facts
| Firm | Disciplined Money |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Hourly |
| Assets under management | $53.3M across 242 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 2154705 |
| Exams passed | Series 63 (1991) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.disciplinedmoney.com |
How Robert's firm compares
- 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 Robert
Is Robert Burger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Disciplined Money reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Disciplined Money, reports charging hourly fees on its SEC Form ADV.
Where is Robert Burger based?
Robert Burger is based in Phoenix, Arizona.
What credentials does Robert Burger hold?
Robert Burger holds the CFP credential.
Is Robert Burger registered with the SEC?
Yes. Robert Burger is registered as an investment adviser representative in AZ (CRD 2154705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Disciplined Money manage?
Disciplined Money reports $53.3M across 242 accounts in assets under management.
How do I contact Robert Burger?
Through Robert's website, www.disciplinedmoney.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
- 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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