Jason White
Dynamic Legacy Planning · Greenfield, Indiana
Jason White is a fee-only financial advisor at Dynamic Legacy Planning in Greenfield, Indiana. Dynamic Legacy Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Dynamic Legacy Planning |
|---|---|
| Based in | Greenfield, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $90M across 255 accounts |
| SEC registration | Investment adviser representative in IN · CRD 2766121 |
| Exams passed | Series 63 (2000) · Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.dynamiclegacyplans.com |
How Jason's firm compares
- Dynamic Legacy Planning's average account is about $353,000, from its Form ADV (assets managed divided by 255 accounts).
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Questions about Jason
Is Jason White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Dynamic Legacy Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Dynamic Legacy Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason White based?
Jason White is based in Greenfield, Indiana.
Is Jason White registered with the SEC?
Yes. Jason White is registered as an investment adviser representative in IN (CRD 2766121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dynamic Legacy Planning manage?
Dynamic Legacy Planning reports $90M across 255 accounts in assets under management.
How do I contact Jason White?
Through Jason's website, www.dynamiclegacyplans.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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