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 with $1,500 initial plan/onboard + 0.75% AUM up to $1M, 0.50% over $1M.
• Advisory Only: $200-300/mo retainer with $1,500 initial plan/onboard.
• Portfolios Only: 0.95% AUM up to $1M, 0.75% over $1M.
• Hourly: $250
Evolve your financial independence by scheduling your free consultation.