PLANDYNAMIC, LLC

Overview

Plandynamic, LLC is a small, independently owned registered investment advisor that focuses on individuals and families, along with a subset of small business clients. The firm combines financial planning with discretionary portfolio management and offers flexible billing—percentage of assets under management, hourly, and fixed-fee engagements—which lets it serve both ongoing advisory relationships and standalone planning clients. Investment activity is equity‑tilted: the firm favors exchange‑traded equities as its primary allocation tool and uses externally managed vehicles to access areas outside core public equities. Plandynamic does not present itself as an active ESG investor and is organized to serve a concentrated client roster rather than institutional or multi‑state pension mandates. Custody and trade execution run through a single primary custodian, which supports a streamlined operational setup for a boutique practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices