Christopher Urban
Discovery Wealth Planning LLC · Vienna, Virginia
Christopher Urban is a fee-only financial advisor at Discovery Wealth Planning LLC in Vienna, Virginia, who holds the CFP, MBA and RICP credentials. Christopher charges hourly fees and a one-time planning fee (one-time plans from $2,765 and $395 an hour) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Discovery Wealth Planning LLC |
|---|---|
| Based in | Vienna, Virginia |
| Fee model | Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,765 · $395 an hour |
| Accepting new clients | Yes |
| Assets under management | $34.2M across 40 accounts |
| Credentials | CFP · MBA · RICP · TPCP |
| SEC registration | Investment adviser representative in PA, VA · CRD 6939505 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | discoverywp.com |
| Profile |
How Christopher's firm compares
- A one-time plan starts at $2,765, above the Virginia median of $1,500 for fee-only firms that publish prices.
- The hourly rate is $395, above the Virginia median of $325 for fee-only firms that publish prices.
- Discovery Wealth Planning LLC's average account is about $855,000, from its Form ADV (assets managed divided by 40 accounts).
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Questions about Christopher
Is Christopher Urban a fee-only financial advisor?
Yes. Christopher Urban is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Christopher's firm.
How does Christopher charge for financial advice?
Christopher charges hourly fees and a one-time planning fee.
How much does Christopher charge?
According to Discovery Wealth Planning LLC's website, checked October 28, 2026: one-time plans from $2,765; $395 an hour.
Where is Christopher Urban based?
Christopher Urban is based in Vienna, Virginia.
What does Christopher specialize in?
Christopher's specialties include retirement planning and tax planning. Christopher works with retirees and pre-retirees.
What credentials does Christopher Urban hold?
Christopher Urban holds the CFP, MBA, RICP and TPCP credentials.
Is Christopher Urban registered with the SEC?
Yes. Christopher Urban is registered as an investment adviser representative in PA and VA (CRD 6939505), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Discovery Wealth Planning LLC manage?
Discovery Wealth Planning LLC reports $34.2M across 40 accounts in assets under management.
How do I contact Christopher Urban?
Through Christopher's website, discoverywp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Discovery Wealth Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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