Adam Carlini
Dynamic Wealth Advisors · Heber City, Utah
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.
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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 | $193.3M across 792 accounts |
| SEC registration | Investment adviser representative in AZ, UT · CRD 1857827 |
| Exams passed | Series 63 (1988) · Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.dynamicwealthmgt.com |
How Adam's firm compares
- Dynamic Wealth Advisors's average account is about $244,000, from its Form ADV (assets managed divided by 792 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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