Dynamic Financial Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$0
About
The firm is a single‑advisor registered investment adviser that serves a very small client base (two clients) and provides both discretionary and non‑discretionary portfolio management. It also offers financial planning, consulting, and assists clients with selecting and monitoring unaffiliated third‑party money managers, and provides limited tax‑preparation services as an ancillary activity.
The adviser implements individualized investment policies developed through personal data gathering and an asset‑allocation framework, with periodic rebalancing and quarterly performance reviews; recommended investments span equities, fixed income, mutual funds, ETFs, options and other instruments. The firm may place client assets with third‑party managers when appropriate and performs due diligence and ongoing monitoring of those managers as part of its service model.
Compared with peers, the firm is notable for advising corporate and employee‑benefit plan accounts and accepting ERISA/IRA fiduciary considerations despite its solo‑practitioner structure, a service set that is uncommon among similarly sized independent advisers. The adviser also reports a long complaint‑free record, dedicates a small portion of time to outside professional activities (including tax preparation), and maintains policies that limit custody to fee‑deduction authority and leave proxy voting to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
General estate planning guidance
Tax-loss harvesting
Wealth management
Fee options
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
Main office location
Dynamic Financial Solutions, LLC
Glendale AZ, United States
Number of offices
2
Most active in
Dynamic Financial Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
-
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.
-
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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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