Dynamic Financial Planning fees
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 22, 2026, Dynamic Financial Planning (Scottsdale, AZ) charges $450 an hour, a flat or project fee of $2,500-$50,000, and an annual fee of $2,500-$50,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 22, 2026. Fees can change.
- Hourly rate
- $450/hr
Above the Scottsdale median of $300; 95% of the 22 other planners in Scottsdale that publish an hourly rate charge less. Above the Arizona median of $300; 86% of the 84 other planners in Arizona charge less.
“Our hourly rate for Project-Based Financial Planning is $450.”
- Flat or project fee
- $2,500-
$50,000 Runs from below the Scottsdale median of $6,200 to above it. Runs from below the Arizona median of $5,125 to above it.
“Dynamic Financial Planning may also collect an initial fee, ranging from $2,500 to $50,000, for the construction of the Client's initial financial plan.”
- Annual fee
- $2,500-
$50,000/yr Runs from below the Arizona median of $12,000 to above it.
“Our annual fee for Ongoing Financial Planning ranges from $2,500 to $50,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2022 (4 years)
How Dynamic Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual advisory fee is billed quarterly, or monthly at the Client's preference, in arrears, based on the average daily balance of the Client's account(s) during the billing period.”
- “The fee is prorated for any partial billing period, including the first and last billing periods of the engagement.”
- “Fees are negotiable, and the final fee will be stated in the Advisory Contract.”
About Dynamic Financial Planning
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 6
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $915,782
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 22, 2026
- CRD number
- 322253 (opens in new tab)
- Phone
- (602) 373-2216
Other planners in Scottsdale that publish fees
- Daring Greatly WealthScottsdaleHourly $400/hr, Flat $500
- SBC Investment Management, LLCScottsdaleFlat $2,500-$25,000
- Uncaged ImpactScottsdaleHourly $375/hr, Flat $2,500-$4,000
- Big Cedar Investment AdvisorsScottsdaleHourly $200/hr, Flat $1,000-$2,500
- Pinnacle Financial Freedom LLCScottsdaleMonthly $650/mo
- P3 Financial Management, LLCScottsdaleFlat from $2,500 2024 brochure
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.