Christopher Urban is a CFP-designated registered investment advisor at Discovery Wealth Planning LLC, based in Vienna, VA, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Discovery Wealth Planning offers investment management only as part of a required bundled service that also includes ongoing financial planning and tax planning. Clients pay an annual fee billed monthly in arrears based on their filing status:
- Individuals — $7,800 per year
- Couples — $9,900 per year
There is a minimum account size of $500,000 to qualify for this bundled service.
Contact
Christopher Urban
Location
Vienna, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Discovery Wealth Planning LLC
Previous Registrations
The Burney Company
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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