Discovery Wealth Planning LLC
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About
Discovery Wealth Planning serves individual and high-net-worth clients with continuous, tailored investment management and a range of financial planning services. Offerings described in the brochure include comprehensive ongoing planning, project-based and on-demand engagements, tax planning, and coordination with third-party tax preparation providers.
The firm primarily constructs diversified, passive portfolios using index mutual funds and ETFs, establishes long-term strategic asset allocations, and may implement tactical deviations within target ranges when market conditions warrant. Financial plans are delivered via planning software, accounts are reviewed quarterly, and the firm typically manages client accounts on a discretionary basis through a recommended custodian.
Notably, the firm does not charge percentage-of-assets-under-management fees; instead it uses fixed-fee, project-based, or hourly arrangements and in some cases bundles investment management with ongoing financial and tax planning rather than offering those services à la carte. As a single-advisor practice managing roughly $34 million for a very small client roster, the firm’s principal holds CFP and additional retirement- and tax-planning certifications, which inform its emphasis on retirement income and tax-aware planning.
Client services
Expertise
Fee options
Fixed fees available for Project-Based/One-Time Financial Planning; specific amounts negotiable based on complexity
$395 per hour for Project-Based and On-Demand Financial Planning services
Account minimum: $500,000 Minimum fee: Annual fee of $7,800 for individuals and $9,900 for couples for combined investment management, ongoing financial planning and tax planning services Fee-only: Project-Based/One-Time Financial Planning fees charged at $395 per hour or fixed fee, negotiable; On-Demand Financial Planning charged at $395 per hour, negotiable
Main office
111 Church St NW, Suite 201
Vienna VA 22180
Advisors at this office
1
Most active in
District of Columbia · Maryland · Pennsylvania · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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