Dynamic Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,619,176
Total clients
13
77% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$1,970,706
About
The firm serves high‑net‑worth individuals, families, trusts, foundations, donor‑advised funds and closely held businesses and their executives, offering ongoing investment management alongside comprehensive financial planning. Its advisory services explicitly include retirement planning, tax and executive compensation strategies, trusts and estates, college funding, cash management and project‑based planning engagements.
The sole advisor provides discretionary, continuous portfolio construction and management using primarily diversified ETFs and mutual funds, with the ability to use individual stocks, bonds and limited options strategies for tactical or tax purposes. Portfolios are customized through regular client contact and goal‑based planning, and the firm describes a long‑term, risk‑aware approach while retaining flexibility to rebalance or trade as client objectives or market conditions warrant.
A distinctive feature is the advisor’s concurrent legal practice: the firm is affiliated with a separate law practice that provides estate and wealth‑law services to advisory clients, with legal work billed separately and potential conflicts disclosed and managed. The firm is also notable for offering pension/executive‑compensation related consulting as part of its planning services and for operating as a one‑advisor boutique with roughly $25.6 million in assets under management for 13 clients, reflecting a high‑touch, specialist orientation uncommon among peers.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Cash flow / budgeting
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Mid-Career Professionals
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.
Main office location
Dynamic Wealth LLC
7015 College Blvd, Ste 375
Overland Park KS 66211, United States
Number of offices
1
Most active in
Dynamic Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri
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.
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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.
Forms ADV
Quick links
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