Back to Discovery Wealth Planning

Hourly, Advice-Only Service for DIY Investors

This service is best for individual(s) that want to keep control and manage your own investments.

You are generally comfortable implementing any and all recommendations on your own.

This service is accessible to everyone, whether your net worth is $100,000 or $10 million.

Professional. Independent. Unbiased. Fiduciary.

No Sales. No Commissions. No asset minimums or management fees. No long-term commitments.

All advice will be given by Chris Urban, CFP®, RICP®, Founder of the company.

Chris is the owner/operator of Discovery Wealth Planning LLC and the firm’s sole employee.

Here is a list of areas we can help.

Here is a list of documents we may ask for. For a comprehensive engagement, we would ask for all (applicable) documents from the list.

Limited scope engagements are available and designed upon request.

We will discuss this in more detail on our initial phone call.

Importantly, the power is in planning, not a plan… and in relationships, not a transaction.

After an initial engagement, many clients will choose to use our services for occasional meetings and to answer questions as they arise or as life circumstances change.

A customized summary report of Insights & Recommendations and Supporting Analysis.

We will have a 1-2-hour video call to walk through the report, discuss scenarios and to answer any questions.

Typically, this will be the conclusion of an engagement.

However, if you would like help with implementing any of the recommendations, I can certainly offer that support through phone calls, Zoom screen sharing, etc.

The hourly rate would apply.

The cost for this service is $395/hour.

Engagements are customized and based on the objectives of the individual(s) (aka what you would like help with) and the complexity of your financial life.

Initial, comprehensive engagements may be between 5 and 20 hours ($1,975 – $7,900). Limited scope engagements would likely be less.

What are the next steps?

Click here to schedule a 15-minute, introductory phone call with Chris Urban, CFP®, RICP®.
After this brief phone call (and a bit more data gathering), an estimated cost and preliminary scope for the engagement will be provided to you by email for review. There is NO cost to you for any interactions prior to signing an agreement.

Important Considerations

*Depending on demand, there may be a short waitlist for this service. I will provide a waitlist status on our initial phone call. *

*This service is distinctly different from an ongoing engagement for a flat, annual fee. This service is detailed throughout the rest of the Discovery Wealth Planning website. For either service, the best way to get started is by scheduling a call.*