Disciplined Investments LLC, a registered investment adviser and subsidiary of HoganTaylor LLP, has been ranked in CNBC’s inaugural list of Top 100 Fee-Only Wealth Management Firms.
With more than $150 million in total assets under management and a 44.1 percent annual growth in assets under management in the last five years, Disciplined Investments was listed at No. 60 on the top 100 list.
In addition to assets and growth of assets, the methodology created by the CNBC Digital editorial team and Meridian-IQ looked at several other unique measures, including staff with professional designations, working with third-party professionals such as CPAs, number of advisory clients, average account size, and more.
“We are proud to be included in this prestigious list,” Adam Leavitt, wealth manager at Disciplined Investments, said. “Fee-Only is an important component of advocating our clients’ best interest.”
By working with clients’ other advisors, Disciplined Investments provides an integrated approach to investment and financial planning that simplifies the investment, tax, estate, and insurance protection needs of individuals, families and business owners.
Read more about the CNBC Digital editorial team’s inaugural list of the Top 100 Fee-Only Wealth Management Firms on CNBC.com
HoganTaylor LLP is one of the largest public accounting firms in the Oklahoma / Northwest Arkansas region. The firm has more than 185 employees and provides a wide range of comprehensive tax, assurance, accounting, business valuation and litigation support services and many in-house specialty and industry-focused services. In addition, the firm is an independent member of the BDO Alliance USA and is able to access the resources of BDO USA and its trusted network throughout the world.
About Disciplined Investments
Disciplined Investments takes its fiduciary responsibility seriously. Without commission, referral or soft-dollar arrangements, Disciplined Investments operates on a fee-only basis to ensure everyone’s interests are aligned with those of the client. And because each client is unique, every relationship is tailored to meet the client’s needs. Services range from hourly consulting to comprehensive wealth management.