Firm
Disciplined Portfolio Solutions
Leland, North Carolina
Fee-only
Disciplined Portfolio Solutions at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 58 individual clients, 33 of them high net worth.
- Its average account is about $3.9 million (assets it manages divided by its 59 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Leland, North Carolina |
|---|---|
| Website | dpsinvesting.com |
| Phone | (631) 486-9200 |
Disciplined Portfolio Solutions fees
Disciplined Portfolio Solutions doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Percentage of assets |
|---|---|
| Assets managed | $231 million |
| Individual clients | 25 |
| High-net-worth clients | 33 |
| Accounts managed | 59 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-74471) |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 160072 |