Advisor at Dynamic Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dynamic Financial Solutions, LLC
Location
Glendale, AZ
Credentials
Series 65, Series 66
Industry experience
19 years
Dale Meyer is the sole advisor at Dynamic Financial Solutions, LLC, an independent registered investment adviser based in Glendale, AZ. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. In addition to his advisory role, he is the founder and volunteer manager of AZ Naturals, a nonprofit youth baseball and football organization. Dynamic Financial Solutions serves a very small client base, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses individualized investment policies with periodic rebalancing and quarterly reviews, and it also assists clients with third-party money manager selection and monitoring, including corporate and employee-benefit plan accounts.
Based on Dynamic Financial Solutions, LLC
Based on Dynamic Financial Solutions, LLC
Fixed financial planning fee from $150-$500 per module, $1,000-$3,000 for full plan; consulting fees similarly structured
$0 - $249,999: up to 1.50% $250,000 - $499,999: up to 1.25% $500,000 - $999,999: up to 1.00% $1,000,000+: up to 0.75%
Hourly rates $100-$250 per hour; administrative rates up to $90 per hour
Account minimum: $50,000 initial assets under management (may be negotiated, can be waived) Minimum fee: Minimum fixed fees range from $750 per year (example based on 1.50% of $50,000 AUM) upward, may be negotiated Fee-only: Financial planning fees: $150-$500 per module, $1,000-$3,000 for full plan; hourly rates $100-$250 per hour; hourly administrative rates up to $90 per hour; fees due upfront for plans, billed quarterly in arrears for hourly work
Glendale, AZ
Arizona
Department of Economic Security, Financial Services Adm.
2010 - Present (16 years)
Liberty Tax Services DBA RKA Tax, LLC
2010 - Present (16 years)
Profound Financial, PLLC
2009 - Present (17 years)
Equitable Tax Solutions, LLC
2008 - Present (18 years)
Dynamic Financial Solutions, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 65
Scottsdale, AZ
zQuant Advisory, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Wealthstone Private Wealth Management, LLC
CFP®, Series 63, Series 66
Phoenix, AZ
Norris Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")