John Sperry
Dynamic Wealth Advisors · South Jordan, Utah
John Sperry is a fee-only financial advisor at Dynamic Wealth Advisors in South Jordan, Utah. 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 | South Jordan, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $193.3M across 792 accounts |
| SEC registration | Investment adviser representative in UT · CRD 5687413 |
| Exams passed | Series 65 (2024) · Series 66 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.dynamicwealthmgt.com |
How John'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 John
Is John Sperry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Dynamic Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Sperry based?
John Sperry is based in South Jordan, Utah.
Is John Sperry registered with the SEC?
Yes. John Sperry is registered as an investment adviser representative in UT (CRD 5687413), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dynamic Wealth Advisors manage?
Dynamic Wealth Advisors reports $193.3M across 792 accounts in assets under management.
How do I contact John Sperry?
Through John'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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