Discovery Wealth Planning LLC
Firm details
- Headquarters
- Vienna, Virginia
- CRD number
- 321055
- Website
- www.discoverywp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Discovery Wealth Planning LLC is an independent, individual-owned registered investment adviser that serves individuals and families. The firm focuses on financial planning and discretionary portfolio management for individual clients and small businesses. Its fee model is non-traditional for larger RIAs: clients are charged hourly fees or fixed fees rather than asset-based advisory fees. The firm does not present itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Christopher Urban
FounderCRD 6939505
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vienna, VA
Fairfax
Location
Vienna, VA
Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 111 Church St Nw
- Time zone
- ET (UTC-5)
- Office locations
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