Firm
Dynamic Legacy Planning
Greenfield, Indiana
Fee-only
Dynamic Legacy Planning at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 185 individual clients, 15 of them high net worth.
- Its average account is about $353,000 (assets it manages divided by its 255 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Greenfield, Indiana |
|---|---|
| Website | dynamiclegacyplans.com |
| Phone | (317) 477-7283 |
Dynamic Legacy Planning fees
Dynamic Legacy Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $90 million |
| Individual clients | 170 |
| High-net-worth clients | 15 |
| Accounts managed | 255 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 323407 |