Firm
Dynamic Wealth
Overland Park, Kansas
Fee-only
Dynamic Wealth at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 14 individual clients, 10 of them high net worth.
- Its average account is about $2.2 million (assets it manages divided by its 14 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | dynamicwealthkc.com |
| Phone | (913) 663-4357 |
Dynamic Wealth fees
Dynamic Wealth 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 | $30 million |
| Individual clients | 4 |
| High-net-worth clients | 10 |
| Accounts managed | 14 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 10, 2026 |
| SEC record | CRD 333203 |