Discipline Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Discipline Wealth Solutions reports 1,946 clients. They include 1,673 individual clients, 246 high-net-worth individuals, and 27 pension and profit-sharing plans. Of its assets, 99.3% ($742M across 1,854 accounts) are managed with discretion; $5.17M across 46 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 38% |
| High-net-worth individuals | 13% | 57% |
| Pension and profit-sharing plans | 1% | 4% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,673 | $287M | 38.5% | $172K |
| High-net-worth individuals | 246 | $426M | 57.0% | $1.73M |
| Pension and profit-sharing plans | 27 | $33.5M | 4.5% | $1.24M |
| Charitable organizations | Fewer than 5 | $61.7K | 0.0% | — |
| Total | 1,946 | $747M | 100% | — |
- Clients
- 1,673
- Regulatory AUM
- $287M
- AUM share
- 38.5%
- Avg. per client
- $172K
- Clients
- 246
- Regulatory AUM
- $426M
- AUM share
- 57.0%
- Avg. per client
- $1.73M
- Clients
- 27
- Regulatory AUM
- $33.5M
- AUM share
- 4.5%
- Avg. per client
- $1.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $61.7K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 1,946
- Regulatory AUM
- $747M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Discipline Wealth Solutions is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Financial Planning (Fixed Fee)
- Fixed fee of up to $30,000 per plan, depending on complexity; may be negotiated in advance.
- Financial Planning (Hourly)
- Hourly financial planning billed monthly in arrears at $125 to $500 an hour, depending on complexity and skill level; negotiable.
Discipline Management Partners owns 75% or more of Discipline Wealth Solutions and is in turn owned by James Ballentine (50–75%) and Anthony Colancecco (25–50%). The leadership team of Discipline Wealth Solutions includes Chief Compliance Officer Anthony Colancecco. It has 18 employees.
Staff
- 18 employees
- 18 in advisory functions
- 18 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- 10 soliciting firms
- Owns 75% or more of Discipline Wealth Solutions, Inc.
Discipline Management Partners
Control person · since August 2026
- Owns 50% to 75% of Discipline Management Partners
James Ballentine
Control person · since August 2026
- Owns 25% to 50% of Discipline Management Partners
Anthony Colancecco
Control person · since August 2026
Discipline Wealth Solutions’ regulatory assets grew Infinity× from $0 (March 2022) to $747M (September 2026); employees rose from 2 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $747M | 1,946 | 18 | 13 |
| May 2025May 2025 | $316M | 1,317 | 14 | 12 |
| Jul 2024July 2024 | $93M | 433 | 3 | 2 |
| Aug 2023August 2023 | $0 | 0 | 2 | 1 |
| Mar 2022March 2022 | $0 | 0 | 2 | 1 |
Besides its headquarters, Discipline Wealth Solutions has 12 offices (3 private residences, listed without an address), with 10 listed addresses across 8 states.
Michigan · 2 listed addresses
- 100 West Big Beaver Road, Troy
- 328 Bird Avenue, Birmingham
New York · 2 listed addresses
- 6 Century Hill Drive, Latham
- 411 Washington Street, Tappan
California · 1 listed address
- 2234 Dorris Place, Los Angeles
Florida · 1 listed address
- 1860 SW Fountainview BLVD, Port Lucie
New Jersey · 1 listed address
- 100 Sun Avenue Suite 650, Albuquerque
North Carolina · 1 listed address
- 2741 Campus Walk Avenue, Durham
Ohio · 1 listed address
- 12 East Warren Street, Lebanon
South Carolina · 1 listed address
- 15 Halton Green Way, GreenvilleHQ
Other business names
Discipline Wealth Solutions has reported 12 other business names to the SEC.
- Ar 21 Investment Advisory Service
- Byrd Asset Management, LLC
- Cuchetti Financial Partners LLC
- Figtree Financial Services, LLC
- Financial Wings, LLC
- Forever Young Financial
- Josyln Financial Serivices
- Left Seat Advisors
- Petry Financial Services
- The Stahlnecker Group LLC
- V8 Wealth
- Wiser Financial Coaching, LLC
Contact and registration details
- Legal name
- Discipline Wealth Solutions, Inc.
- Headquarters
- 15 Halton Green Way, Greenville, SC 29607
- Website
- disciplinewealth.com
- Phone
- 864-322-6046
- SEC file
- 801-122049
- Structure
- South Carolina corporation
- Fiscal year end
- December
Discipline Wealth Solutions’ named custodian for separately managed accounts is Charles Schwab ($525M). Discipline Wealth Solutions has custody of $700M for 1,900 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $525M100%
At year end, Discipline Wealth Solutions’ separately managed accounts were mostly in funds (81%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.15B across 197 positions; the largest are Dimensional ETF Trust (10.0%), Vanguard BD Index Fds (5.5%) and Vanguard Index Fds (5.3%).
What the accounts hold
- Stocks8%
- Funds81%
- Bonds1%
- Cash6%
- Other4%
- Variable annuities, adr's,structured products4%
How many clients does Discipline Wealth Solutions have?
Discipline Wealth Solutions has 1,946 clients and manages $747 million for them, as of September 2026. They include 1,673 individual clients, 246 high-net-worth individuals, and 27 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026
What services does Discipline Wealth Solutions offer?
Discipline Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Discipline Wealth Solutions use?
Discipline Wealth Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $525M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026
How many financial advisors does Discipline Wealth Solutions have?
Discipline Wealth Solutions has 18 investment adviser representatives registered with state securities authorities, out of 18 employees, and 18 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Discipline Wealth Solutions invest in?
At the end of its last fiscal year, Discipline Wealth Solutions’ separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 6% cash and equivalents, 4% other and 1% state and local bonds. The 4% other category is described as: Variable Annuities, Adr'S,structured Products.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Discipline Wealth Solutions?
Discipline Wealth Solutions is owned through a holding company by James Ballentine and Anthony Colancecco. Its direct owner is Discipline Management Partners (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 September 2026
How does Discipline Wealth Solutions get paid?
Discipline Wealth Solutions is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Discipline Wealth Solutions?
Discipline Wealth Solutions’ main office is at 15 Halton Green Way, Greenville, SC 29607. Its phone number is 864-322-6046. Its website is disciplinewealth.com.