Brooks Stahlnecker
Brooks Stahlnecker is a registered investment advisor at Discipline Wealth Solutions, INC., based in Milton, PA, with 22 years of industry experience. Brooks operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,946 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
The adviser receives 1.25% and DWS receives a range from 0.07% to 0.40%, depending on the amount of assets under management.
Fee Estimator
Location
Milton, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brooks is a licensed insurance agent since 1997, dedicating about half of his time to selling various insurance products. He is also the Founder and President of Financial Fire Drill LLC, spending nearly full-time hours per month on this educational program.
Employment History
Current Registrations
Discipline Wealth Solutions, INC.
Previous Registrations
Alphastar Capital Management
Assuredpartners Investment Advisors
Murray Wealth Management
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Corecap Investments, INC.Broker
Corecap Advisors
Brokers International Financial Services, LLC
Brokers International Financial Services, LLC.Broker
The Conte-Browne Group, LLC
Mutual Service Corporation
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Princor Financial Services Corporation
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CUNA Brokerage Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.