Todd
Stoner

Disciplined Investors, L.L.C

CRD#4460047
Investment Advisor
in Waco, TX

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About this Advisor

Todd Stoner is a financial advisor based in Waco, Texas, who has been in the financial industry for 22 years. Stoner is currently employed by Disciplined Investors, L.L.C. They have spent their entire employment at Disciplined Investors, L.l.c. Stoner can operate in Texas. Disciplined Investors, L.L.C is a business that has its headquarters in Waco, Texas. It handles $328 million in total assets among its 1,009 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 1,009 customer accounts, 26% are held by high-net-worth individuals who have at least $1 million in assets. Disciplined Investors, L.L.C provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually are based on the type of financial services provided. Fees billed by Disciplined Investors, L.L.C can include asset-based, hourly and fixed fees.

Years of Experience

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

100 N. 6Th St., Suite 500
Waco, TX 76701

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Disciplined Investors, L.L.C Brokerage Details

Total Assets Under Management

$328,105,663

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

1,009

TX Average: 2,315
Average Account Size

$325,179

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Todd Stoner Work History

Todd has 22 years of experience.

1998 - Present (24 years)

Disciplined Investors, L.L.C

Disclosures

Todd Stoner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Disciplined Investors, L.L.C

Sabrina Moore
Waco, TX
Angelo Ochoa
Waco, TX
Russell Livesay
Waco, TX
Cheryl Traudt
Waco, TX
Todd Stoner
Waco, TX

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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