Discovery Wealth Planning is a registered investment advisor founded in March 2022 and based in Vienna, Virginia, with Christopher Urban as the principal owner. Discovery Wealth Planning specializes in providing a bundled service that combines investment management, ongoing financial planning, and tax planning services. The firm primarily utilizes passive investment management strategies through index mutual funds and exchange-traded funds, alongside tactical allocation when appropriate. In addition to ongoing comprehensive wealth management, Discovery Wealth Planning offers project-based financial planning and on-demand financial planning services. The firm serves individuals and high-net-worth individuals, requiring a minimum account size of $500,000 for its combined ongoing services.
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.
