Dynamic Financial Planning

Overview

Dynamic Financial Planning is a small, independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops as part of its client engagement model. Management uses a fee mix that includes a percentage of assets under management, hourly charges and fixed fees, giving flexibility for both ongoing portfolio relationships and one-off advisory engagements. Investment activity is concentrated and equity-oriented: the firm favors exchange-traded instruments and maintains fully discretionary mandates. Dynamic Financial Planning does not position itself as a capital allocator to third-party managers, it is not a multi-state adviser, and it does not promote ESG investing. Its operating profile and client services indicate a focus on personalized planning and direct portfolio implementation rather than large-scale institutional or pension consulting.

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