David Walsh
Dynamic Wealth · Overland Park, Kansas
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.
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Who they serve
- Founders
- Executives
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 |
| Assets under management | $30.3M across 14 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO · CRD 6285723 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dynamicwealthkc.com |
How David's firm compares
- Dynamic Wealth's average account is about $2.2 million, from its Form ADV (assets managed divided by 14 accounts).
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Questions about David
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.
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
- Dynamic Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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