PlanDynamic, LLC fees
Financial planner in Framingham, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, PlanDynamic, LLC (Framingham, MA) charges up to $250 an hour and a monthly fee of $100-$150 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Massachusetts median of $300.
“Dynamic Starter Plan PlanDynamic offers project-based financial planning services on an hourly basis for up to $250 per hour.”
- Monthly fee
- $100-
$150/mo “A monthly planning fee of that ranges from $100 to $150 based on the nature and complexity of the Client’s financial situation and the overall relationship with the Advisor.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2018 (8 years)
How PlanDynamic, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “After the fiveday period, the Client will incur charges for bona fide advisory services rendered to the point of termination, and such fees will be due and payable by the Client.”
- “After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination, and such fees will be due and payable by the Client.”
About PlanDynamic, LLC
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 33
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $28.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 4, 2026
- CRD number
- 291154 (opens in new tab)
- Phone
- (508) 834-7733
Other planners in Framingham that publish fees
- Canby Financial AdvisorsFraminghamHourly up to $500/hr, Flat up to $10,000
- Signal Ridge Capital Partners, LLCFraminghamHourly $350/hr, Flat $1,000-$15,000
More planners in Massachusetts that publish fees
- Vista Way AdvisorsCharlestownHourly $200-$300/hr, Flat $750-$950
- Nashoba Valley Wealth ManagementStowHourly $500/hr, Monthly $100-$250/mo
- Stein Financial AdvisoryBrooklineHourly $250/hr
- Williams Wealth ManagementHopkintonMonthly $49-$419/mo
- Beacon Financial Planning, IncHyannisAnnual $5,000/yr
- Generous Wealth ManagementMarshfieldHourly $250/hr, Annual $3,000-$10,000/yr
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.