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Discovery Wealth Planning LLC
Discovery Wealth Planning is a life-centered wealth planning business focused on establishing and developing trusted relationships with clients.
Overview
Discovery Wealth Planning is a life-centered wealth planning business focused on establishing and developing trusted relationships with clients. It offers independent and unbiased personal financial advice for an hourly fee to clients around the United States, including cash flow planning, investment advice, tax strategies, and insurance guidance for ages 55+. The firm is a fee-only advisor and serves as a financial fiduciary.
General information
Firm type
RIA
Location
City
Vienna
Principals
Chris Urban
CFP®, RICP®, TPCP®, Founder
Frequently asked questions
What is Discovery Wealth Planning LLC's approach to co-investments?
The firm's policies on co-investments or fund commitments are not publicly documented (public record).
How does Discovery Wealth Planning LLC source investment opportunities?
No deal-sourcing strategy or proprietary channel is publicly described for this firm (public record).
What sectors does Discovery Wealth Planning LLC focus on?
Sector preferences are not disclosed in available public records (public record).
What is the size of Discovery Wealth Planning LLC's assets under management?
The firm does not publicly report AUM. No estimate can be reliably derived from public sources (public record).
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