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.