Dynamic Legacy Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$90,000,000
Clients
185
8% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
185
Very HighAverage account size
$486,486
About
Dynamic Legacy Planning serves individual and high-net-worth clients, providing discretionary asset management alongside comprehensive and project-based (ad hoc) financial planning. The firm manages roughly $90 million for about 185 client relationships and includes estate-preservation, tax-reduction, and risk-management topics in its planning engagements.
Investment programs are tailored to each client's stated objectives, time horizon, and risk tolerance and draw on both fundamental and technical analysis to guide asset allocation and security selection. Strategies may include long-term holdings, trading, and options activity, and accounts are reviewed at least quarterly with attention to rebalancing and tax-loss harvesting opportunities.
What distinguishes the firm is that its principal maintains an active law practice and spends approximately half of their time delivering legal services, which may be offered to advisory clients for separate compensation — a dual role that is uncommon among peers. The firm discloses this potential conflict and permits clients to seek outside counsel, and the principal also holds advanced wealth-advisory credentials that the firm references in its estate-and-legacy planning work.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Retirement income strategy
Occupation focus
Attorney
Fee options
Fixed fees range from $500 to $2,500 for comprehensive financial planning services
$0 - $99,999: 1.80% $100,000 - $249,999: 1.40% $250,000 - $499,999: 1.20% $500,000 - $999,999: 1.15% $1,000,000 - $2,999,999: 1.05% $3,000,000 - $4,999,999: 0.80% $5,000,000+: Negotiable
$100 per hour for adhoc financial planning services
Fee-only: Hourly fee of $100 per hour for adhoc financial planning services; Fixed fees between $500 and $2,500 for comprehensive financial planning services
Main office location
Dynamic Legacy Planning
17 N Pennsylvania St
Greenfield IN 46140, United States
Number of offices
1
Most active in
Dynamic Legacy Planning has reported serving >5 clients in these states in the last 12 months.
Indiana
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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.
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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.
-
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.
Forms ADV
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