Dunamis Capital Consulting, LLC

Dunamis Capital Consulting serves primarily individual (non‑high‑net‑worth) clients, offering financial planning and retirement‑focused advisory services and making insurance products available through a separately operated insurance agency. The firm’s filings indicate advisory fees are charged for its services, and insurance sales are handled through a distinct entity that generates commissions separate from advisory fees.

The firm emphasizes retirement planning expertise — its principal holds CRC and CRPS designations and has prior experience as a retirement specialist — and provides plan design and retirement‑planning guidance rather than discretionary portfolio management for individual clients. Filings also disclose that the firm may work with small‑ to mid‑size business clients on incidental financial planning needs tied to those relationships.

Noteworthy aspects include the principal’s concurrent roles: operating an independent insurance business and a separate business management consulting firm that offers accounting, payroll, tax coordination, legal and marketing support to small and mid‑size businesses, with the principal reporting about 20 hours per month on that consulting business. The brochure discloses the potential conflict of interest arising from insurance commissions and emphasizes that clients are not required to purchase insurance or other services from affiliated entities.