Discovery Wealth Planning manages investment portfolios and offers financial planning services. Financial planning includes cash flow and debt management, college savings, financial goal setting, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. They also offer project-based and one-time financial planning services. Clients can specify reasonable restrictions on investments.
Assets Under Management$34M
Clients8
Advisors1
Avg. per Client$4.3M
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management
Discovery Wealth Planning offers combined investment management, ongoing financial planning, and tax planning services for a fixed annual fee:
- Individuals: $7,800 per year
- Couples: $9,900 per year
These services are not available separately.
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