Discovery Wealth Planning LLC

Overview

Discovery Wealth Planning LLC is an independent, privately owned registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges clients on an hourly or fixed-fee basis rather than on an asset-based wrap. Discovery does not position itself as a capital allocator to external managers, is not identified as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices