# Anthony Syracuse > Anthony Syracuse is a fee-only financial advisor at Dynamic Financial Planning, LLC in Scottsdale, Arizona, who holds the CFP credential. Anthony charges a one-time planning fee, hourly fees, a percentage of assets and a flat fee or retainer (ongoing planning from $7,500 a year and 0.9% a year on the first tier of assets managed) and focuses on equity compensation, retirement planning and sustainable & impact investing. Page: https://find.wellspent.co/advisors/anthony-syracuse/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Dynamic Financial Planning, LLC - **Based in:** Scottsdale, Arizona - **Fee model:** One-time planning fee; Hourly; Percentage of assets; Flat fee or retainer - **Fees (firm's website):** ongoing planning from $7,500 a year; 0.9% a year on the first tier of assets managed; no asset minimum - **Works virtually:** Yes (firm's website) - **Accepting new clients:** Yes (firm's website) - **Assets under management (firm):** Under $25M - **Credentials:** CFP - **Specialties:** Equity compensation, Retirement planning, Sustainable & impact investing, Family wealth transfer, Tax planning, Estate & legacy planning - **Works with:** High earners, HENRY (High Earners, Not Rich Yet), Pre-retirees, Early-career professionals, Tech employees, Multi-generational families - **CRD:** 7581882 (https://adviserinfo.sec.gov/individual/summary/7581882) - **SEC registration:** Investment adviser representative in AZ, TX - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** https://dynamic-fp.com ## About You're earning more than most people will ever see — and you're still not sure if you're doing enough with it. That's not a money problem. That's a planning problem. Dynamic Financial Planning is a fee-only, fiduciary firm built specifically for tech professionals and high earners navigating equity compensation, growing incomes, and the financial complexity that comes with building a career and a family at the same time. I'm Anthony Syracuse, CFP® and founder. I spent a decade at Northern Trust and a Beverly Hills family office delivering high-level financial advice to some of the wealthiest families in the country. I built this firm so high earners in their 30s and 40s could finally have a proven professional in their corner — not someone selling them something. That means making the most of what you earn, improving tax efficiency, investing for long-term growth, and having advice that’s aligned with your best interests — not driven by product sales. If you're a high earner, have RSUs vesting, an ESPP to optimize, or a compensation package that keeps getting more complicated — this is the firm built for that situation. Fee-only. Fiduciary. No commissions. No asset minimums. Ready to find out what's possible? Free 15-minute call: https://www.dynamic-fp.com/schedule Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale ## Frequently asked questions ### Is Anthony Syracuse a fee-only financial advisor? Yes. Anthony Syracuse is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Anthony's firm. ### How does Anthony charge for financial advice? Anthony charges a one-time planning fee, hourly fees, a percentage of assets and a flat fee or retainer. ### How much does Anthony charge? According to Dynamic Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $7,500 a year; 0.9% a year on the first tier of assets managed; no asset minimum. ### Does Anthony work with clients virtually? Yes. Dynamic Financial Planning, LLC says on its website that it works with clients remotely. ### Where is Anthony Syracuse based? Anthony Syracuse is based in Scottsdale, Arizona. ### What does Anthony specialize in? Anthony's specialties include equity compensation, retirement planning, sustainable & impact investing, family wealth transfer, tax planning and estate & legacy planning. Anthony works with high earners, HENRY (High Earners, Not Rich Yet), pre-retirees, early-career professionals and tech employees. ### What credentials does Anthony Syracuse hold? Anthony Syracuse holds the CFP credential. ### Is Anthony Syracuse registered with the SEC? Yes. Anthony Syracuse is registered as an investment adviser representative in AZ and TX (CRD 7581882), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. ### How much does Dynamic Financial Planning, LLC manage? Dynamic Financial Planning, LLC reports Under $25M in assets under management. ### How do I contact Anthony Syracuse? Through Anthony's website, dynamic-fp.com. ## Sources - XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/anthony-syracuse-10124): XYPN members are fee-only - NAPFA directory listing: NAPFA admits only fee-only advisors - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://www.dynamic-fp.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.