Robert Burger is a CFP-designated registered investment advisor at Disciplined Money, LLC, based in Phoenix, AZ, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 50 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Disciplined Money charges for ongoing investment management based on the number of accounts serviced, charging one hour of staff time per account each quarter. At the current hourly rate of $250, this equates to $250 per quarter ($1,000 annually) per account managed.
For example:
- An account holding a living trust and two individual retirement accounts (three accounts total) would be billed three hours per quarter, totaling $750 quarterly or $3,000 annually.
Disciplined Money discourages investment management without first completing a financial plan.
Location
7220 N 16th St, Building D, Phoenix, AZ, 85020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is an Investment Adviser Representative at Disciplined Money, LLC since 2015, providing investment advice and financial planning. This activity takes nearly full-time.
Employment History
Current Registrations
Disciplined Money, LLC
Previous Registrations
Origin Financial
Sensible Money, LLC
Murphy Capital Advisors, LLC
Perspective Financial Services LLC
Miller/russell & Associates, INC.
Disciplined Investments LLC
Keats Connelly & Associates INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
We help you make informed decisions through a planning process that focuses on your financial intention. All services (including ongoing management fees) are based on an hourly rate rather than an Asset Under Management (AUM) fee. This allows us to work with you no matter your account balance (no minimum) or whether you want to retain management of your investments.
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