DYNAMIC LIFESTYLE PLANNING GROUP

Overview

Dynamic Lifestyle Planning Group is a limited liability company that provides financial planning and discretionary portfolio management primarily for individuals and small businesses. The firm lists services that include financial planning, portfolio management, pension consulting services, and selection of other advisers. It identifies itself as a capital allocator and reports being an active ESG investor. Ownership is described as a mix of a domestic entity and an individual, and the firm’s regulatory classification is listed as unclassified. Fee arrangements cover a mix of percentage-of-assets, hourly charges, and fixed-fee engagements. The firm indicates an affiliation with other investment advisers and an insurance company. Although pension consulting services appear among the activities the firm performs, the record also notes it is not designated as a pension consultant. Dynamic Lifestyle Planning Group is not set up as a multi-state adviser.

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Location & Offices