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.

We are expanding and getting a little face lift! We hope you will stop by when we are finished to see the updates.
07/23/2026

We are expanding and getting a little face lift! We hope you will stop by when we are finished to see the updates.

07/10/2026
05/14/2026

Today we officially crossed one billion in AUM! We couldn't have reached this milestone without the best clients ever!

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

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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