Dynamic Legacy Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Adhoc Financial Planning Services are offered based on an hourly fee of $100 per hour.”

Flat or project fee

$500⁠-⁠$2,500

“- 3- FIXED FEES Comprehensive Financial Planning Services are offered based on a flat fee between $500 and $2,500.”

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

How Dynamic Legacy Planning bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the day’s services are provided during the given period.”
• “Due upon delivery of the completed plan.”

How Dynamic Legacy Planning’s fees compare

• Its hourly rate of $100 is below the Indiana median of $250. 2% of the 119 other Indiana planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the Indiana median of $5,000. 14% of the 84 other Indiana planners that publish a flat or project fee charge less.

About Dynamic Legacy Planning

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2022 (4 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

1.8% a year

Clients

185

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$90,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323407

Website

dynamiclegacyplans.com (opens in new tab)

Phone

(317) 477-7283

Other planners in Greenfield that publish fees

• Lion Quest LLCGreenfield$150⁠-⁠$5,000
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000
• Allstreet WealthWestfield$750/hr
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000

Compare all 260 planners in Indiana