PlanDynamic
PlanDynamic, a fee-only Registered Investment Advisor, helps clients build, evolve and sustain their financial independence.
We blend ongoing, personal CFP® relationships, interactive technology, and managed portfolios to deliver dynamic financial planning and guide you on taking measured steps towards your vision of independence.
The firm provides ease for individuals, families, and business owners to be proactive to change and the confidence to think different, focus on their why and enjoy the journey.
We provide choice to dynamically work with us, our simple pricing is based on financial planning, investments, or both.
• PlanDynamic Program (Advisory + Portfolios): $100-150/mo retainer + 0.75% AUM up to $1M, 0.50% over $1M.
• Advisory Only: $200-300/mo retainer with a one-time $1,000 onboarding fee.
• Portfolios Only: 0.95% AUM up to $1M, 0.75% over $1M.
• Hourly: $250, negotiated flat fee.
Evolve your financial independence by scheduling your free consultation.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.