Dynamic Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The maximum hourly fee to be charged will not exceed $250.”

Flat or project fee

$750⁠-⁠$10,000

“Our flat fees range from $750 to $10,000.”

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

How Dynamic Wealth Advisors bills

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

• “Fees will not be deducted more than 90 days in advance.”
• “When accounts are first established, the initial fee will be prorated based on the days remaining before the end of the calendar quarter and the fee will begin when funds arrive in the account.”
• “Fees are negotiable and may be lower than the standard schedule depending upon services provided by Advisor.”

How Dynamic Wealth Advisors’ fees compare

• Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$10,000 spans the Arizona median of $3,100. 66% of the 164 other Arizona planners that publish a flat or project fee charge less.

About Dynamic Wealth Advisors

• Principal: Adam Carlini
• Firm size: 4 employees.
• Founded: 2012 (14 years).

Planning areas mentioned in the brochure

• Tax 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

2% a year

Clients

315

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$193,346,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169792

Website

dynamicwealthmgt.com (opens in new tab)

Phone

(623) 466-6060

Can advise clients in 10 states: Arizona, California, Colorado, Florida, Illinois, Indiana, Oregon, Texas, Utah, Washington

Other planners in Surprise that publish fees

• Burris Wealth Management, Inc.Surprise$250/hr
• 21:5 Advisors, LLCPeoria$500/hr
• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Abbey Hill Financial Advisors, LLCTuscon$250/hr

Compare all 404 planners in Arizona