# Adam Carlini

> Adam Carlini is a fee-only financial advisor at Dynamic Wealth Advisors in Heber City, Utah. Dynamic Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-carlini/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Dynamic Wealth Advisors
- **Based in:** Heber City, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $193.3M across 792 accounts
- **CRD:** 1857827 (https://adviserinfo.sec.gov/individual/summary/1857827)
- **SEC registration:** Investment adviser representative in AZ, UT
- **Exams passed:** Series 63 (1988), Series 66 (2002)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.dynamicwealthmgt.com

## Frequently asked questions

### Is Adam Carlini a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Dynamic Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Dynamic Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Adam Carlini based?

Adam Carlini is based in Heber City, Utah.

### Is Adam Carlini registered with the SEC?

Yes. Adam Carlini is registered as an investment adviser representative in AZ and UT (CRD 1857827), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Dynamic Wealth Advisors manage?

Dynamic Wealth Advisors reports $193.3M across 792 accounts in assets under management.

### How do I contact Adam Carlini?

Through Adam's website, www.dynamicwealthmgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1857827): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.