Dynamic Lifestyle Planning Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$1,000/hr

“Review of tax strategies related to their investments which are designed to minimize your taxes. 2-4 hours 1-2 hours $500-$1,000 $250-$500 HOURLY FEES Financial Planning Services are offered based on a non-negotiable hourly fee of $250 per hour.”

Flat or project fee

$250⁠-⁠$3,500

“Services are offered based on a flat fee between $250 and $3,500.”

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

How Dynamic Lifestyle Planning Group bills

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

• “For accounts managed by DLP at the custodial broker-dealer, fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Fees for accounts held at American Funds Service Company (“AFS”), the fees will be billed quarterly in arrears.”
• “The fee shall be paid within thirty (30) days following the end of the quarter for which such fees are payable.”

How Dynamic Lifestyle Planning Group’s fees compare

• Its hourly rate of $250-$1,000 spans the Colorado median of $300. 98% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Aurora that publish an hourly rate charge less.
• Its flat or project fee of $250-$3,500 is below the Colorado median of $5,250. 14% of the 214 other Colorado planners that publish a flat or project fee charge less.
• None of the 2 other planners in Aurora that publish a flat or project fee charge less.

About Dynamic Lifestyle Planning Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• College planning

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

3% a year

Clients

131

Employees

1

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$78,066,405

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342405

Website

dynamiclpg.com (opens in new tab)

Phone

(480) 433-6065

Can advise clients in 6 states: Arizona, California, Colorado, Iowa, Ohio, Texas

Other planners in Aurora that publish fees

• Sample Financial Solutions, LLCAurora$250/hr, Up to $10,000
• Stride Tax and Wealth Advisors, LLCAurora$625/qtr
• Trinity WealthAurora$1,500⁠-⁠$5,500
• Wolf & Raven Private WealthAurora$225/hr

Compare all 5 planners in Aurora