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Discovery Wealth Planning LLC

Headquartered in MCLEAN, VA

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Firm Information

Discovery Wealth Planning LLC is an independent registered investment advisor based in [Location Redacted]. They specialize in providing financial planning and portfolio management services to high-net-worth individuals. The firm manages approximately $18.5 million in discretionary assets for 31 clients. They are led by Chris Urban, CFP®.

Discovery Wealth Planning LLC

$18.52M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (1)

DISCOVERY WEALTH PLANNING LLC has a total of 1 branch locations across the country.
location

MCLEAN, VA

Advisors at Discovery Wealth Planning LLC

View All 1 Advisors
Unclaimed
Christopher Paul Urban

CFP®, RA

MCLEAN, VA

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Disclosures

There are no public disclosures for Discovery Wealth Planning LLC.

Frequently Asked Questions (8)

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