Discovery Wealth Planning LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 8 individual clients, 8 of them high net worth.
- Its average account is about $855,000 (assets it manages divided by its 40 accounts).
- Its hourly rate of $395 is above the Virginia median of $325.
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Vienna, Virginia |
|---|---|
| Website | discoverywp.com |
| [email protected] | |
| Phone | (703) 281-3735 |
Questions about Discovery Wealth Planning LLC
How much does Discovery Wealth Planning LLC charge?
Discovery Wealth Planning LLC publishes these prices: one-time plan: from $2,765; hourly: $395 an hour. We found this on its website, checked October 28, 2026.
How is Discovery Wealth Planning LLC paid?
Discovery Wealth Planning LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Discovery Wealth Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Discovery Wealth Planning LLC.
What is the average account at Discovery Wealth Planning LLC?
Discovery Wealth Planning LLC's average account is about $855,000. That's the assets on its Form ADV divided by its 40 accounts.
What does Discovery Wealth Planning LLC specialize in?
Discovery Wealth Planning LLC's advisors and website list retirement planning and tax planning.
Is Discovery Wealth Planning LLC accepting new clients?
Yes, according to Discovery Wealth Planning LLC's website, checked October 28, 2026.
Discovery Wealth Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,765 |
|---|---|
| Hourly | $395 an hour |
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"On-Demand Financial Planning is offered at an hourly rate of $395." source
"Individuals: 7 to 12 hours ( $2,765 to $4,740 )." source
"On-Demand Financial Planning is offered at an hourly rate of $395." source
"Individuals: 7 to 12 hours ( $2,765 to $4,740 )." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $34 million |
| High-net-worth clients | 8 |
| Accounts managed | 40 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 7, 2026 |
| SEC record | CRD 321055 |