Independent RIA

Unbiased fee-only fiduciary guidance. Located in Waco, Texas.

Welcome

We're Proud to be a Fee-Only Financial Advisory Firm.

Disciplined Investors, L.L.C. provides investment management and advice for individuals, retirement plans and trusts. Founded in 1999, we specialize in offering advice that is objective and independent.

As a fee-only advisor, Disciplined Investors has the client's interests in mind with no incentive to trade frequently or purchase securities that pay higher commissions. In fact, as a Registered Investment Advisor, we have a Fiduciary Duty to act in the best interests of our clients.

Our Approach

Meet the Team

See the Big Picture

We partner with you to serve as your trusted advisor and to help you meet your financial goals and needs. We contribute the time, expertise, and discipline to enable you to invest with confidence. We offer customized solutions and services that are individually tailored for each client. This is achieved primarily through publicly traded investments in individual stocks and bonds, mutual funds and ETFs. Additionally we can offer advice on privately held real estate investment trusts (REITS), oil and gas partnerships and direct interests in commercial and residential real estate holdings.

Helping Pre/Retirees Create a Path Towards Financial Freedom
Providing Expertise in Investments, Finance, and Planning
Allowing You To Worry Less and Grow More

We Tailor To Your Goals

We provide investment management of customized portfolios including both taxable and retirement accounts. We also help prepare retirement projections and financial plans to enable clients to understand future risks and needs. Specifically, we manage 401(k) rollovers, IRA accounts, college-savings accounts, taxable accounts and trust accounts. We also manage 401(k) investment plans for employers and their employees.

Investment Management

Investment Management is at the heart of what we do for our clients

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Financial Planning

Planning for the future is an integral part of any long-term investing strategy

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Retirement Planning

Saving enough in order to live comfortably in your retirement should be the goal of every individual

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401(k), 403(b), <br/>and 457 Retirement Plans

401(k), 403(b),
and 457 Retirement Plans

We offer a comprehensive 401(k) Plan solution for companies of all sizes

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"Discipline is the bridge between goals and accomplishments."

^{- Jim Rome}

We partner with you to serve as your trusted advisor and to help you meet your financial goals and needs. We contribute the time, expertise, and discipline to enable you to invest with confidence. We offer customized solutions and services that are individually tailored for each client. This is achieved primarily through publicly traded investments in individual stocks and bonds, mutual funds and ETFs. Additionally, alternative investments can be incorporated in a portfolio to increase diversification.

Strategic Partners