David Walsh
Advisor at Dynamic Wealth LLC
Updated today
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 Wealth LLC
Location
Overland Park, KS 66211
Credentials
CFP®
Industry experience
9 years
About
David Walsh is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Dynamic Wealth LLC since 2024. Prior to this, he spent two years with Creative Planning and nine years with Sunrise Advisors, Inc. In addition to his advisory role, Walsh operates Walsh Law LLC, a legal practice focused on business and estate planning services. Dynamic Wealth LLC is an independent, single-advisor firm managing approximately $23 million for a select group of high-net-worth individuals, families, trusts, foundations, donor-advised funds, and closely held businesses. The firm employs a long-term, goal-based investment approach using customized discretionary portfolios and maintains a formal affiliation with Walsh Law LLC to provide integrated estate, tax, and business legal services.
Client services
Based on Dynamic Wealth LLC
Financial planning
Portfolio management
Pension consulting
Fee options
Flat or fixed fees for financial planning project-based services, negotiated and agreed upon separately.
$0 - $3,000,000: 0.90% $3,000,001 - $6,000,000: 0.60% $6,000,001 - $9,000,000: 0.30% $9,000,001+: 0.10%
$300.00 per hour for financial planning services (planning-only or project-based services)
Minimum fee: $7,800 per year per client (not per account), prorated monthly Fee-only: Investment management fees and financial planning fees; no commissions received from third parties.
Location
7015 College Blvd, Ste 375
Overland Park, KS 66211
Most active in
David W has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri
Work history
Dynamic Wealth LLC
2024 - Present (2 years)
Walsh Law LLC
2022 - Present (4 years)
Creative Planning
2020 - 2022 (2 years)
Sunrise Advisors, Inc.
2011 - 2020 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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