Dynamic Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“All fees for financial planning, whether for planning-only services or Project-Based Services, and whether flat or fixed or hourly, will be based on an hourly rate of $300.00 per hour.** For planningonly services, Dynamic Wealth requires a minimum, annual planning fee of $3,000.”

Monthly fee

$250/mo

“For planning-only services, the monthly fee will not be less than $250.00 per month (or $3,000 per year—our minimum, annual planning fee).”

Annual fee

$3,000/yr

“All fees for financial planning, whether for planning-only services or Project-Based Services, and whether flat or fixed or hourly, will be based on an hourly rate of $300.00 per hour.** For planningonly services, Dynamic Wealth requires a minimum, annual planning fee of $3,000.”

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

How Dynamic Wealth LLC bills

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

• “Investment management fees are charged monthly in arrears—after the end of each month for the preceding month—pursuant to the terms of the investment management services agreement.”
• “This minimum fee is charged monthly and prorated by the number of days in the month.”
• “The minimum fee ONLY applies if the client’s total, percent-based fee for the month is less than prorated minimum fee.”

How Dynamic Wealth LLC’s fees compare

• Its hourly rate of $300 is above the Kansas median of $250. 64% of the 59 other Kansas planners that publish an hourly rate charge less.
• 17 of the 24 other planners in Overland Park that publish an hourly rate charge less.
• Its annual fee of $3,000 is below the Kansas median of $5,050. 29% of the 21 other Kansas planners that publish an annual fee charge less.
• 4 of the 10 other planners in Overland Park that publish an annual fee charge less.

About Dynamic Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 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

0.9% a year

Minimum

$598 minimum fee (stated in brochure)

Clients

14

Employees

1

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

$30,277,153

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333203

Website

x.com/dynamicwealthkc (opens in new tab)

Phone

(913) 663-4357

Can advise clients in 2 states: Kansas, Missouri

Other planners in Overland Park that publish fees

• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
• Artisan Financial PlanningOverland Park$250/hr, $2,500⁠-⁠$10,000
• Aspen Wealth Management, Inc.Overland Park$125/hr
• Aspyre Wealth PartnersOverland Park$150⁠-⁠$500/hr
• Balanced Financial Planning, Inc.Overland Park$270/hr
• Coplanning Financial LLCOverland Park$6,900, $12,000/yr

Compare all 66 planners in Overland Park