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Brooks Stahlnecker

Advisor at Discipline Wealth Solutions, Inc.

Updated today

Location

Milton, PA

Credentials

Series 63, Series 65

Industry experience

22 years

About

Brooks Stahlnecker is a financial advisor at Discipline Wealth Solutions, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Alphastar Capital Management and Murray Wealth Management. Brooks is also the founder and president of Financial Fire Drill LLC, an educational firm focused on preparing individuals for financial emergencies. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages assets on a discretionary basis, tailoring investment advice to clients’ objectives and risk tolerance through a variety of strategies and oversight of third-party managers.

Client services

Based on Discipline Wealth Solutions, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers 3(38)

Expertise

Based on Discipline Wealth Solutions, Inc.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Occupation focus

Based on Discipline Wealth Solutions, Inc.

Founder/Business Owner

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Fee options

Fixed

Fixed fees for comprehensive financial planning up to $30,000 per plan, negotiable

Percentage

$0 - $250,000: 1.65% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.40% $3,000,001 - $5,000,000: 1.35% $5,000,001+: 1.32%

Project-based

$125 to $500 per hour based on complexity and experience

Other

Fee-only: Financial planning fixed fees up to $30,000 per plan; hourly fees $125 to $500 per hour

Location

Milton, PA

Most active in

Pennsylvania

Work history

Discipline Wealth Solutions, Inc.

2024 - Present (2 years)

Alphastar Capital Management, LLC

2023 - Present (3 years)

Murray Wealth Management

2021 - 2022 (1 year)

Cambridge Investment Research Advisors

2020 - 2020 (1 year)

Cambridge Investment Research, Inc.

2017 - 2018 (1 year)

Cambridge Investment Research Advisors

2017 - 2018 (1 year)

The Stahlnecker Group

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Curtis N

Series 65

Lewisburg, PA

Pioneer Fortress Consulting LLC

Curtis Nicholls is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Pioneer Fortress Consulting LLC and has been an associate professor at Bucknell University since 2009, where he teaches and conducts academic research. Pioneer Fortress Consulting provides investment advisory and financial planning services to individuals and families, focusing on self-directed asset management without taking custody of client assets or exercising discretionary trading authority. The firm offers educational seminars and tailors advice to clients’ time horizons and risk tolerances, using broadly diversified investments such as ETFs, mutual funds, and fixed income instruments.

Cash flow / budgeting
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Bradley C

Series 65

Lewisburg, PA

Granite Financial Advisors, Inc.

Bradley Catherman is a financial advisor at Granite Financial Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Granite Financial Advisors since 2016. In addition to his advisory role, he is a full-time teacher with the Lewisburg Area School District. Granite Financial Advisors provides wealth management and comprehensive financial planning services to individuals, trusts, corporations, and estates. The firm employs quantitative analysis and cost-controlled, dividend-focused investment strategies, managing approximately $1.83 million across eleven clients.

Debt management College savings (529s, UTMA, etc.) Retirement income strategy Educators, Teachers, and Academics
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Justin B

CFP®, Series 66

Lewisburg, PA

Vision Wealth Advisors, LLC

Justin Buttrick is a CFP® with 17 years of industry experience and currently serves as the sole advisor at Vision Wealth Advisors, LLC. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Vision Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, high-net-worth households, and employer plan sponsors. The firm uses a modern portfolio theory-based approach combining passive and active funds, individual securities, and cash equivalents to manage discretionary accounts aligned with client goals and risk tolerances.

Business ownership considerations Business exit / sale strategy Retirement withdrawal strategies Cash flow / budgeting General estate planning guidance

Josh K

CFP®

Lewisburg, PA

Omniwealth Investments LLC

OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Pierce E

Series 65

Mifflinburg, PA

Buffalo Valley Wealth Plus

Pierce Edinger is a financial advisor at Buffalo Valley Wealth Plus with a Series 65 credential and less than one year of industry experience. His prior work history includes roles at Susquehanna Community Bank and various positions outside the financial sector. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and nonprofit organizations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that emphasize income-generating instruments alongside mutual funds, ETFs, fixed income, and annuities.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Darin K

Series 63, Series 65

Lewisburg, PA

Tower Wealth Partners

Darin Koss is a financial advisor with Tower Wealth Partners in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and J Alden Associates. He is also the founder and owner of Koss Financial Group, a support company unrelated to investment advisory services. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a customized investment approach using diversified portfolios and offers ERISA retirement-plan services, managing approximately $350 million for about 683 clients.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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