Discovery Wealth Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,193,752
Clients
8
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$4,274,219
About
Discovery Wealth Planning provides discretionary investment management alongside ongoing, project-based, and one-time financial planning and tax-planning services for high‑net‑worth individuals. The firm coordinates tax return preparation through third‑party providers as part of its planning work.
Portfolios are built mainly with a passive, strategic asset allocation approach and may include tactical adjustments within target ranges; investment decisions are tailored to each client’s goals and risk tolerance and implemented on a discretionary basis. Financial planning is integrated with investment oversight and tax planning, with periodic monitoring and client access to planning tools.
Noteworthy distinctions include the firm’s choice not to charge percentage‑of‑assets fees, an approach that is uncommon among independent advisers, and its focus on only high‑net‑worth clients rather than individual non‑HNW households. The firm manages roughly $34 million for a very small client roster and highlights tax‑planning capability and coordination of tax services as part of its core offering.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees available for Project-Based/One-Time Financial Planning engagements; combined Investment Management, Ongoing Financial Planning and Tax Planning service charged as annual fixed fee
Up to $395 per hour for Project-Based/One-Time Financial Planning
Account minimum: $500,000 Minimum fee: $7,800 annually for individuals; $9,900 annually for couples for combined Investment Management, Ongoing Financial Planning and Tax Planning Fee-only: Project-Based/One-Time Financial Planning fees are fixed-fee or $395 per hour, negotiable based on complexity and scope
Main office location
Discovery Wealth Planning LLC
111 Church St Nw, Suite 201
Vienna VA 22180, United States
Number of offices
2
Most active in
Discovery Wealth Planning LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")