DISCOVERY WEALTH PLANNING LLC

Overview

Discovery Wealth Planning LLC is a small, independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates as an owner-led limited liability company and charges clients on an hourly and fixed-fee basis, which suggests a planning-first relationship that can be paired with ongoing portfolio oversight. Discovery Wealth Planning does not position itself as an active ESG investor, a multi-state adviser, or a capital allocator to third‑party alternative managers. Investment activity centers on public investment vehicles rather than direct individual security selection or extensive alternative allocations. With a compact client base and fully discretionary assets, the firm appears to run concentrated, managed relationships—emphasizing mutual funds and other pooled public funds as the primary building blocks for client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices