Gary Luna
Dynamic Wealth Advisors · Surprise, Arizona
Gary Luna is a fee-only financial advisor at Dynamic Wealth Advisors in Surprise, Arizona, who holds the CFP credential. 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 | Surprise, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $193.3M across 792 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 5006571 |
| Exams passed | Series 63 (2005) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.dynamicwealthmgt.com |
How Gary'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 Gary
Is Gary Luna a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary 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 Gary charge for financial advice?
Gary's firm, Dynamic Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gary Luna based?
Gary Luna is based in Surprise, Arizona.
What credentials does Gary Luna hold?
Gary Luna holds the CFP credential.
Is Gary Luna registered with the SEC?
Yes. Gary Luna is registered as an investment adviser representative in AZ (CRD 5006571), 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 Gary Luna?
Through Gary'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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