Anthony Syracuse
Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s.
Dynamic Financial Planning, LLC · Scottsdale, Arizona
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.
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Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
- Pre-retirees
- Early-career professionals
- Tech employees
- Multi-generational families
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
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Financial Planning
- Insurance Planning
- Investment Management
- Portfolio Rebalancing
- Tax Strategy
- Wealth Management
- Charitable Giving
- Debt Management
- ESG/Impact Investing
- Financial Advice & Coaching
- Insurance/Risk Management
- Portfolio Management
- Risk Management
- Stock Option Planning
- Trust Services
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 |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2022 |
| Firm size | 1 employee |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in AZ, TX · CRD 7581882 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | dynamic-fp.com |
| Profile |
How Anthony's firm compares
- Ongoing planning starts at $7,500 a year, above the Arizona median of $4,800 for fee-only firms that publish prices.
- Dynamic Financial Planning, LLC's average account is about $57,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Anthony
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Dynamic Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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