Disciplined Investors, L.L.C.

Overview

Disciplined Investors, L.L.C. is a fee-only financial advisory firm based in Waco, Texas, specializing in investment management and financial planning services. Founded in 1999, the firm manages assets across various investment vehicles, including individual stocks and bonds, mutual funds, ETFs, and alternative investments like real estate and private equity. Their approach emphasizes objective, independent advice tailored to each client's financial goals. The firm's investment strategy focuses on long-term disciplined investing principles, aiming to help clients achieve financial freedom and security. They offer customized solutions for individuals, retirement plans, and trusts, managing both taxable and retirement accounts. Additionally, they provide services such as retirement projections, financial planning, and 401(k) plan management for employers and their employees. Disciplined Investors, L.L.C. is committed to acting as a fiduciary, ensuring that clients' interests are prioritized without incentives to trade frequently or purchase securities with higher commissions. Their team comprises experienced advisors dedicated to guiding clients through various financial decisions, from investment management to estate planning and tax strategies.