Dynamic Financial Solutions, LLC fees and pricing

Financial planner in Glendale, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 30, 2024, Dynamic Financial Solutions, LLC charges $100⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 30, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$250/hr; “Rate Option Hourly rates typically range from $100-$250 per hour.”

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

“Clients may choose to receive an invoice and pay advisory fees separately.”
“At the beginning of each new billing period, the fee billing system uses the average value that it calculated for the previous quarter (“in arrears”) to determine the fee amount to be charged to the client’s account for that billing period.”
“For new accounts and terminated accounts, fees are prorated for the number of days the account was open in the billing period.”

Its hourly rate of $100-$250 is below the Arizona median of $275. 14% of the 195 other Arizona planners that publish an hourly rate charge less.
None of the 3 other planners in Glendale that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2007 (19 years).

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: 1.5% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 144965
Website: dfs-az.com (opens in new tab)
Phone: (602) 539-3198

Is something on this page wrong or out of date?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.