Russell Livesay
Disciplined Investors · Waco, Texas
Russell Livesay 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 5328236 |
| Exams passed | Series 65 (2007) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.dinvestors.com |
| Profile |
How Russell'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 Russell
Is Russell Livesay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Russell 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 Russell charge for financial advice?
Russell's firm, Disciplined Investors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Russell Livesay based?
Russell Livesay is based in Waco, Texas.
Is Russell Livesay registered with the SEC?
Yes. Russell Livesay is registered as an investment adviser representative in TX (CRD 5328236), 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 Russell Livesay?
Through Russell'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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