# David Walsh

> David Walsh is a fee-only financial advisor at Dynamic Wealth in Overland Park, Kansas, who holds the CFP credential. Dynamic Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-walsh/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Dynamic Wealth
- **Based in:** Overland Park, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $30.3M across 14 accounts
- **Credentials:** CFP
- **Works with:** Founders, Executives
- **CRD:** 6285723 (https://adviserinfo.sec.gov/individual/summary/6285723)
- **SEC registration:** Investment adviser representative in KS, MO
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.dynamicwealthkc.com

## Frequently asked questions

### Is David Walsh a fee-only financial advisor?

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

### How does David charge for financial advice?

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

### Where is David Walsh based?

David Walsh is based in Overland Park, Kansas.

### What credentials does David Walsh hold?

David Walsh holds the CFP credential.

### Is David Walsh registered with the SEC?

Yes. David Walsh is registered as an investment adviser representative in KS and MO (CRD 6285723), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dynamic Wealth manage?

Dynamic Wealth reports $30.3M across 14 accounts in assets under management.

### How do I contact David Walsh?

Through David's website, www.dynamicwealthkc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6285723): 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
- The firm's website (https://www.dynamicwealthkc.com/): specialties, clients served, and fees, checked October 30, 2026

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