Glenn Brown
PlanDynamic, LLC · Framingham, Massachusetts
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.
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Specialties
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 |
| Assets under management | $28.9M across 83 accounts |
| Credentials | CFP · CRPC · MBA |
| SEC registration | Investment adviser representative in MA · CRD 2488667 |
| Exams passed | Series 63 (1994) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | plandynamic.com |
| Profile |
How Glenn's firm compares
- Ongoing planning starts at $1,200 a year, below the Massachusetts median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,500, below the Massachusetts median of $3,000 for fee-only firms that publish prices.
- PlanDynamic, LLC's average account is about $348,000, from its Form ADV (assets managed divided by 83 accounts).
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Questions about Glenn
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- PlanDynamic, 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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