Firm
Dynamic Financial Planning, LLC
Scottsdale, Arizona
Fee-only
Dynamic Financial Planning, LLC at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 6 individual clients.
- Its average account is about $57,000 (assets it manages divided by its 16 accounts).
- Its ongoing planning fee starts at $7,500 a year, above the Arizona median of $4,800.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | dynamic-fp.com |
| [email protected] | |
| Phone | (664) 146-3423 |
Dynamic Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,500 a year |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Planning is a one-year flat fee engagement starting at $7,500." source
"First $1,000,000 0.90%" source
"No. There's no asset minimum." source
"Clients who also want investment management pay a planning fee plus a tiered fee on the assets I manage, starting at 0.90%." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 6 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 322253 |