Firm
Disciplined Money
Phoenix, Arizona
Fee-only
Disciplined Money at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 50 individual clients, 32 of them high net worth.
- Its average account is about $220,000 (assets it manages divided by its 242 accounts).
- Its ongoing planning fee starts at $1,000 a year, below the Arizona median of $4,800.
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | disciplinedmoney.com |
| [email protected] | |
| Phone | (602) 734-5123 |
Disciplined Money fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,000 a year |
|---|---|
| One-time plan | From $1,500 |
| Hourly | $250 an hour |
| Account minimum | None |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Our hourly fee is $250 per hour." source
"Most plans require between six ($1,500) hours and ten hours ($2,500)." source
"The range is typically between $500 and $1,000 per quarter ($1,000 and $4,000 annually)." source
"$250/hour | No Commissions | No Asset Minimums | CFP® professional" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly |
|---|---|
| Assets managed | $53 million |
| Individual clients | 18 |
| High-net-worth clients | 32 |
| Accounts managed | 242 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | May 26, 2025 |
| SEC record | CRD 173349 |