# Glenn Brown

> Glenn Brown is a fee-only financial advisor at PlanDynamic, LLC in Framingham, Massachusetts, who holds the CFP, CRPC and MBA credentials. Glenn charges a percentage of assets, an ongoing planning fee, a one-time planning fee and a flat fee or retainer (ongoing planning from $1,200 a year and one-time plans from $2,500) and focuses on flat-fee planning, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/glenn-brown/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** PlanDynamic, LLC
- **Based in:** Framingham, Massachusetts
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee; Flat fee or retainer
- **Fees (firm's website):** ongoing planning from $1,200 a year; one-time plans from $2,500; 0.75% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $28.9M across 83 accounts
- **Credentials:** CFP, CRPC, MBA
- **Specialties:** Flat-fee planning, Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **CRD:** 2488667 (https://adviserinfo.sec.gov/individual/summary/2488667)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1994), Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://plandynamic.com

## Frequently asked questions

### Is Glenn Brown a fee-only financial advisor?

Yes. Glenn Brown is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Glenn's firm.

### How does Glenn charge for financial advice?

Glenn charges a percentage of assets, an ongoing planning fee, a one-time planning fee and a flat fee or retainer.

### How much does Glenn charge?

According to PlanDynamic, LLC's website, checked October 28, 2026: ongoing planning from $1,200 a year; one-time plans from $2,500; 0.75% a year on the first tier of assets managed.

### Where is Glenn Brown based?

Glenn Brown is based in Framingham, Massachusetts.

### What does Glenn specialize in?

Glenn's specialties include flat-fee planning, retirement planning, tax planning, estate & legacy planning and small business owners.

### What credentials does Glenn Brown hold?

Glenn Brown holds the CFP, CRPC and MBA credentials.

### Is Glenn Brown registered with the SEC?

Yes. Glenn Brown is registered as an investment adviser representative in MA (CRD 2488667), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does PlanDynamic, LLC manage?

PlanDynamic, LLC reports $28.9M across 83 accounts in assets under management.

### How do I contact Glenn Brown?

Through Glenn's website, plandynamic.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44545): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- 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.plandynamic.com/): specialties, clients served, and fees, checked October 28, 2026

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