PlanDynamic, LLC
PlanDynamic, LLC is a fee-only CFP® firm dedicated to helping motivated people take control of financial planning and investing, so you can balance kids, aging parents and financial independence.
We combine personalized, ongoing CFP® relationships with interactive technology and professionally managed portfolios to deliver dynamic financial planning, guiding you through measured steps toward your vision of independence.
Our services provide individuals, families, and business owners with the tools to proactively manage change, the confidence to think differently, and the clarity to focus on their “why” while enjoying the journey.
We offer flexible ways to work with us, with straightforward pricing based on financial planning, investment management, or a combination of both:.
• PlanDynamic Program (Advisory + Portfolios): $100+/month retainer, plus 0.75% first $1M, 0.50% next $1M, and 0.30% over $2M AUM.
• Advisory Only: $200-300/mo retainer with a one-time $1,000 onboarding fee.
• Starter Plan (Project-Based Engagement): Flat fee starting at $2,000, customized to your needs.
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.