Dynamic Wealth Strategies, LLC fees and pricing
Financial planner in Granite Bay, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Dynamic Wealth Strategies, LLC charges $375 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $375/hr
“Our standard hourly fee is $375.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dynamic Wealth Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Pro-rata fee adjustments are made in arrears for additions to or withdrawals from your account.”
- “Our fees may be negotiable and may differ from client to client depending on the complexity of services we plan to offer.”
- “Pro-rata fee adjustments are made in Page 7 arrears for additions to or withdrawals from your account.”
How Dynamic Wealth Strategies, LLC’s fees compare
- Its hourly rate of $375 is above the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 4 other planners in Granite Bay that publish an hourly rate charge less.
About Dynamic Wealth Strategies, LLC
“Our Comprehensive Portfolio Management service encompasses asset management as well as providing financial planning/financial consulting to clients.”
- Firm size: 8 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.65% a year
- Clients
- 155
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
- Assets managed
- $190,658,400
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167594
- Phone
- (916) 673-3470
Can advise clients in 2 states: California, Texas
Other planners in Granite Bay that publish fees
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- Parkshore Wealth ManagementGranite Bay$200/hr, $300
- Spectrum Wealth Advisory Group, LLCGranite Bay$500/hr, $1,500-$100,000
- True Worth Financial Planning LLCGranite Bay$300/hr, $750-$5,000
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.