Fee-only adviser · Vienna, VA
Discovery Wealth Planning LLC
Discovery Wealth Planning LLC is a fee-only investment adviser registered with the securities regulators of District of Columbia, Maryland, Pennsylvania, Virginia, with its main office in Vienna, Virginia. On its latest Form ADV, filed July 7, 2026, it reports $34M in regulatory assets under management, 8 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: District of Columbia, Maryland, Pennsylvania, Virginia |
|---|---|
| Firm CRD number | 321055 |
| Office | 111 Church ST NW Suite 201 Vienna, VA 22180 |
| Phone | (703) 281-3735 |
| Website | www.discoverywp.com |
| Regulatory assets under management | $34M |
| Individual clients | 0 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 7, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Vienna
- Rembert Pendleton Jackson $2.7B
- Allegiance Financial Group $675M
- Capitol Private Wealth Group LLC $562M
- Yeske Buie Inc. $1.1B
- Glassman Wealth Services, LLC $2.6B
- D'orazio Wealth Advisors $1.4B
See all 15 fee-only advisers in Vienna →
Nearby
- Tysons Corner 1 firm
- McLean 26 firms
- Tysons 2 firms
- Reston 16 firms
- Great Falls 2 firms
- Herndon 3 firms
- Cabin John 1 firm
- Falls Church 3 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Discovery Wealth Planning LLC? Update this listing.