DISCIPLINED PORTFOLIO SOLUTIONS LLC
SEC RegisteredAn Independent, Fee-Only SEC Registered Investment Advisory Firm
About the firm
Disciplined Portfolio Solutions, LLC is an independent, fee-only SEC Registered Investment Advisory firm. As a Registered Investment Advisor (RIA), the firm operates under a fiduciary duty to act in clients' best interests, offering needs-based portfolio solutions without commission-driven agendas.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, generating retirement income, education planning, and other wealth creation and wealth preservation strategies.
Who they serve
Individual investors and small businesses with a variety of investment goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 25 | $8.1M |
| High Net Worth Individuals | 33 | $193M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $30M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1 Million | 0.75% |
| Next $2 Million | 0.65% |
| Additional Assets | 0.50% |
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DISCIPLINED PORTFOLIO SOLUTIONS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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