# Discovery Wealth Planning LLC

> Discovery Wealth Planning LLC is a state-registered investment advisory firm in Vienna, VA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 321055
- Filed as: DISCOVERY WEALTH PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Vienna, VA
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321055
- AdvisorCensus page: https://advisorcensus.com/firm/discovery-wealth-planning-llc-vienna-va-321055

## Quick answers

**How is Discovery Wealth Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Discovery Wealth Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Discovery Wealth Planning LLC located?**
Discovery Wealth Planning LLC's principal office is in Vienna, VA, according to its Form ADV.

**Is Discovery Wealth Planning LLC registered with the SEC or a state?**
Discovery Wealth Planning LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321055.

**How much does Discovery Wealth Planning LLC manage?**
Discovery Wealth Planning LLC reports $34,193,752 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**What types of clients does Discovery Wealth Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8).

**Does Discovery Wealth Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321055

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $34,193,752
- Discretionary: $34,193,752
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 8 | $34,193,752 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD, PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [discoverywp.com](https://discoverywp.com)
- LinkedIn @chrisurbancfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Discovery Wealth Planning LLC (CRD 321055): Form ADV filing data as of October 2026.