Firm
PlanDynamic, LLC
Framingham, Massachusetts
Fee-only
PlanDynamic, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 33 individual clients, 25 of them high net worth.
- Its average account is about $348,000 (assets it manages divided by its 83 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Massachusetts median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Framingham, Massachusetts |
|---|---|
| Website | plandynamic.com |
| [email protected] | |
| Phone | (508) 834-7733 |
PlanDynamic, 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 $1,200 a year |
|---|---|
| One-time plan | From $2,500 |
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Flat fee |
In the firm's words
"0.75% first $1,000,000 0.50% next $1,000,000 then 0.30% over $2M AUM+" source
"$100 to $150 Monthly Subscription" source
"Flat-fee determined in advance based on $250 hour, typically $2,500 - $3,500." source
"0.75% first $1,000,000 0.50% next $1,000,000 then 0.30% over $2M AUM+" 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 | $29 million |
| Individual clients | 8 |
| High-net-worth clients | 25 |
| Accounts managed | 83 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 291154 |