Dynasty Financial Planners

Overview

Dynasty Financial Planners is an independent registered investment adviser operating as a limited liability company that serves individual and family clients as well as some institutional relationships. The firm combines advisory work—financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops—with insurance-affiliated product distribution. Its fee model blends percentage-of-AUM charges with fixed fees, signaling a mix of ongoing portfolio management and project-based planning engagements. Investment activity is weighted toward pooled public funds and mutual funds, with meaningful allocations to third‑party alternative managers across private placements, real estate and energy-related opportunities. The firm is not identified as an active ESG investor and does not present as a multi‑state adviser in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices