Dynamic fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“The hourly rate generally ranges from $150 to $500 per hour and fixed fees may range from $1,000 to $50,000 per project, depending on the nature and complexity of the specific services involved in each certain engagement.”

Flat or project fee

$1,000⁠-⁠$50,000

From the same sentence as above.

Monthly fee

$400⁠-⁠$500/mo

“In most cases, advisers also pay technology license fees ranging from $400 to $500 per month per user.”

Annual fee

$1,000⁠-⁠$20,000/yr

“Retainer fee arrangements generally range from $1,000 to $20,000 per year, depending upon several factors including, but not limited to the scope of work in the Agreement, the type or amount of Client assets and/or net worth, and on the nature and complexity of the specific services involved in each engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Dynamic bills

Payment and refund terms, quoted from the fee section of the brochure.

• “You are required to sign an IMA with Dynamic which details the fees payable to each.”
• “Fees (“Fees”) are paid monthly or quarterly, in advance or in arrears, pursuant to the terms of the IMA or IAA, unless otherwise agreed to in writing by you and Dynamic.”
• “If billing is in arrears, the Fee will be based on the average daily balance of the Assets held for the period in which the fee is charged.”

How Dynamic’s fees compare

• Its hourly rate of $150-$500 spans the Arizona median of $275. 68% of the 195 other Arizona planners that publish an hourly rate charge less.
• 26 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$50,000 spans the Arizona median of $3,100. 97% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 29 of the 30 other planners in Phoenix that publish a flat or project fee charge less.
• Its annual fee of $1,000-$20,000 spans the Arizona median of $10,000. 53% of the 43 other Arizona planners that publish an annual fee charge less.
• 6 of the 10 other planners in Phoenix that publish an annual fee charge less.

About Dynamic

• Firm size: 130 employees.
• Registered as an adviser: 2011 (15 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.25% a year

Clients

5,509

Employees

130

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$5,637,328,188

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151367

Website

seagrovewealthpartners.com (opens in new tab)

Phone

(877) 257-3840

Can advise clients in 44 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Phoenix that publish fees

• Ability FirstPhoenix$12,000/yr
• Alpha FiduciaryPhoenix$350/hr
• Arcadia Wealth LLCPhoenix$350⁠-⁠$750/hr, $5,000⁠-⁠$25,000
• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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