Christopher Paul Urban
CFP®Professional Summary
Christopher Paul Urban, CFP®, who also goes by Chris Urban, is a registered financial advisor currently at DISCOVERY WEALTH PLANNING LLC located in Vienna, Virginia. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christopher has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Retirement Planning
- Investment Management
- Financial Planning
- Tax Planning
Biography
When you choose to work with Discovery Wealth Planning, you work directly with the firm’s founder, Chris Urban. Chris employs a life-centered approach to helping clients achieve their financial goals. He takes time to understand each client’s current situation, goals, values and purpose before proposing strategies to grow and protect their wealth. His specialties include health care planning, tax planning and investment management. Chris has more than 20 years of experience in the financial services...
Other Aliases
Christopher Paul Urban, Chris Urban
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DISCOVERY WEALTH PLANNING LLC
Contact Information
Main Address
111 Church St Nw Suite 201, Vienna, VA 22180Phone Number
(703) 281-3735# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
40AUM (Assets Under Management)
$34,193,752Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(3/30/2023)
(3/6/2023)
(7/21/2026)
(5/18/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Paul Urban's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Business Services
- Retirement Planning
- Investment Management
- Financial Planning
- Tax Planning
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