Discovery Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$395/hr

“Project-Based/One-Time Financial Planning DWP may offer Project-Based or One-Time engagements on a fixed-fee or $395 per hour.”

Annual fee

$7,800⁠-⁠$9,900/yr

“Individual Couple $7,800 $9,900 Annual Fee Investment Management, Ongoing Financial Planning and Tax Planning are available as a combined service; they are not available à la carte.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Discovery Wealth Planning LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Combined Investment Management, Ongoing Financial Planning and Tax Planning Our annual fee for this combined service is detailed in the table below, and is negotiable.”
• “The annual fees will be paid in arrears on a monthly basis by electronic funds transfer.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the Advisory Contract.”

How Discovery Wealth Planning LLC’s fees compare

• Its hourly rate of $395 is above the Virginia median of $260. 83% of the 203 other Virginia planners that publish an hourly rate charge less.
• 4 of the 8 other planners in Vienna that publish an hourly rate charge less.
• Its annual fee of $7,800-$9,900 is above the Virginia median of $6,350. 60% of the 55 other Virginia planners that publish an annual fee charge less.
• 1 of the 3 other planners in Vienna that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Discovery Wealth Planning LLC

• Principal: Christopher Urban
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

8

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$34,193,752

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

321055

Website

discoverywp.com (opens in new tab)

Phone

(703) 281-3735

Can advise clients in 4 states: District of Columbia, Maryland, Pennsylvania, Virginia

Other planners in Vienna that publish fees

• Allegiance Financial GroupVienna$300⁠-⁠$600/hr, $1,000⁠-⁠$100,000/yr
• Alphaplus Wealth Management LLCVienna$595/hr
• B.g. Kaserman & Associates L.L.C.Vienna$500
• Birch Street Financial AdvisorsVienna$350⁠-⁠$450/hr, $1,500
• Capitol Private Wealth Group LLCVienna$350/hr, $10,000
• Glassman Wealth Services, LLCVienna$500⁠-⁠$10,000

Compare all 18 planners in Vienna