Disciplined Investors, LLC

Disciplined Investors, LLC We are fiduciary advisors and work closely with our clients to achieve long-term goals.

Disciplined Investors, LLC is an independent Registered Investment Advisor (RIA) firm in Waco, offering a personalized approach to financial wellness and planning.

When I started Disciplined Investors 27 years ago, I never imagined the incredible group of clients we would have or the...
12/24/2025

When I started Disciplined Investors 27 years ago, I never imagined the incredible group of clients we would have or the deep, long-term relationships that would follow. I was focused on the intellectual challenges, but the greatest and most unexpected joy has been walking alongside you through life’s milestones. You give our work meaning and our lives fulfillment, and on this Christmas Eve, Russell and I are reflecting on how truly grateful we are for each of you. - Todd

Merry Christmas! Just missing Alleigh Kazanas
12/18/2025

Merry Christmas! Just missing Alleigh Kazanas

CONGRATULATIONS to Paige DuPuy (in the red hat) for having the most accurate guess at the Christmas party. Her guess wa...
12/16/2025

CONGRATULATIONS to Paige DuPuy (in the red hat) for having the most accurate guess at the Christmas party. Her guess was just two away from the exact amount of 237. The $100 gift card is all yours, Paige!!

Thank you to Fawn Tate, owner of Something Borrowed, for another phenomenal 32-foot charcuterie table!
12/15/2025

Thank you to Fawn Tate, owner of Something Borrowed, for another phenomenal 32-foot charcuterie table!

12/15/2025
Always fun in the photobooth!
12/15/2025

Always fun in the photobooth!

Want to give a special thanks to all of the folks that made the Christmas party a huge success. Thank you to for the b...
12/12/2025

Want to give a special thanks to all of the folks that made the Christmas party a huge success.
Thank you to for the beautiful photos.
did an incredible job with the food.
Dick and Penny Gimble’s music put everyone in the holiday spirit.
And kept the drinks flowing all night!!


We had a wonderful Christmas party with clients and friends. We are so thankful for all of you. More photos to come! (We...
12/11/2025

We had a wonderful Christmas party with clients and friends. We are so thankful for all of you. More photos to come! (We miss you Alleigh)

Address

100 N. 6th Street , Suite 500
Waco, TX
76701

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12547549102

Website

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