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disciplined investors, l.l.c.

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waco, TX

Additional Information

Disciplined Investors, L.L.C. is a fee-only Registered Investment Advisor located in Waco, Texas that provides investment management and advice for individuals, retirement plans and trusts. Founded in 1999, the firm operates as an independent RIA with fiduciary duty to act in clients' best interests.

Registered Investment Advisor (RIA)

Specializes in

Fee-only fiduciary guidanceCustomized portfolio managementIndividual stocks and bondsMutual funds and ETFsAlternative investmentsReal estate investment trusts (REITs)

Services

Investment managementFinancial planningRetirement planning401(k) plan solutions403(b) plan management457 plan managementIRA account managementCollege-savings account managementTaxable account managementTrust account management+2 more

Established 1999 · Serving Waco, Texas

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: 254-265-7410

Website: http://www.dinvestors.com

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Frequently Asked Questions

How much does a financial advisor cost in waco?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.