Disclosure Statement

Discover Financial Planning (DFP) is an Alabama Securities Commission (ASC) registered investment adviser located in Huntsville, Alabama.   Registration as an investment adviser is not an endorsement by ASC and does not imply that DFP has attained a certain level of skill, training, or ability.

DFP is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting, or tax advice.

DFP’s website is intended to provide general information about DFP and financial planning and to be able to contact us for further information.   The information is of a general nature and should not be construed as investment advice. Information throughout this website, such as, market data, articles, charts, or any other statements regarding market or other financial information, is obtained from sources which we believe reliable, but we do not warrant or guarantee the timeliness, completeness, suitability, or accuracy of this information.

Information on linked websites is for informational and educational purposes only and is not to be considered investment advice nor a recommendation of any investment product.

Advice may only be provided by DFP after entering into an advisory agreement and provided DFP with all requested information about your background.

Past performance is not indicative of future results.    Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.

DFP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, results, or relevance of any information on this website or linked website and takes no responsibility therefor.

If you have any questions regarding these disclosures, please contact us.


Below are DFP Uniform Application for Investment Adviser Registration forms.    The ADV Forms provides detailed information of the firm and its professionals in the firm.

Discover Financial Planning Form ADV Part 2A Brochure (firm) 2019-12-18

Discover Financial Planning Form ADV Part 2B Brochure Supplement 2019-01-31