Christopher Urban is a CFP-designated registered investment advisor at Discovery Wealth Planning LLC, based in Vienna, VA, with 7 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 8 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Discovery Wealth Planning offers combined investment management, ongoing financial planning, and tax planning services for a fixed annual fee:
- Individuals: $7,800 per year
- Couples: $9,900 per year
These services are not available separately.
Contact
Christopher Urban
Location
111 Church St Nw, Suite 201, Vienna, VA, 22180
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Discovery Wealth Planning LLC
Previous Registrations
The Burney Company
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams