Dynamic Wealth Solutions LLC

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Client assets under management

$79,230,000

Clients

170

16% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$466,059

About

Dynamic Wealth Solutions LLC is a state‑registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, foundations, endowments, corporations, small businesses and retirement plans; the firm reports roughly 170 clients and approximately $102 million in assets under management. Its offerings include discretionary asset management, financial planning and consulting, retirement plan advisory (including ERISA 3(21) advisory and 3(38) discretionary management), and self‑directed financial advising packages.

The firm’s investment process emphasizes fundamental analysis and disciplined asset allocation, using model portfolios constructed from long‑term relationships among global asset classes and guided by a TREAT framework (time horizon, risk tolerance, expected return, asset class preferences and tax status). Accounts are monitored and reviewed periodically (quarterly or as agreed), portfolios are rebalanced to target allocations, and the firm uses tools such as Riskalyze, RightCapital and Blueleaf and may implement option overlay strategies for qualified clients.

Noteworthy characteristics relative to peers of similar size include a three‑advisor ownership structure founded in 2014 that combines traditional percentage‑of‑AUM portfolio management with plan‑sponsor fiduciary services (including 3(38) discretionary management) and on‑demand planning for self‑directed clients. The firm recommends specific custodians (Charles Schwab and Trade‑PMR), does not participate in wrap fee programs, and discloses a referral relationship for tax filing services with an outside CPA firm.

Client services

Portfolio management

Expertise

Social Security optimization Options & derivatives strategies Cash flow / budgeting Debt management

Fee options

Fixed

Comprehensive Financial Plan $700

Percentage

$0+: 0.65% - 1.00% (Fixed Income strategy) $0+: 1.00% - 1.20% (Blended strategy) $0+: 1.20% - 1.75% (Equities/Options Overlay strategy)

Other

Account minimum: $50,000 (may be negotiable) Minimum fee: $75 minimum quarterly fee (may be negotiable) Fee-only: $700 for Comprehensive Financial Plan payable in advance

Main office location

Dynamic Wealth Solutions LLC

29777 Telegraph Rd., Suite 2417

Southfield MI 48034, United States

Number of offices

Most active in

Michigan

Disclosures

Business activities & affiliations

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.

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Instagram Website 1-844-397-7767

Advisors at this firm

Timothy H

Series 65

Southfield, MI

Dynamic Wealth Solutions LLC

Timothy Hooker is a financial advisor with Dynamic Wealth Solutions LLC in Southfield, MI, holding a Series 65 designation and 11 years of industry experience. He has been involved with Born Free Capital Management L.L.C. since 2014 and has longstanding roles at Wayne State University and St. Mary’s Preparatory. Dynamic Wealth Solutions LLC serves individuals, high-net-worth clients, trusts, estates, foundations, small businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm uses a disciplined, model-based asset allocation approach combined with fundamental security analysis and a proprietary “TREAT” framework, providing services that include option overlay strategies and ERISA plan advisory roles.

Social Security optimization Options & derivatives strategies Cash flow / budgeting Debt management

Brian S

Series 65

Southfield, MI

Dynamic Wealth Solutions LLC

Brian Smith is a financial advisor at Dynamic Wealth Solutions LLC with 11 years of industry experience. He holds a Series 65 designation and has been affiliated with Michigan State University since 2011. Dynamic Wealth Solutions LLC serves individuals, high-net-worth clients, trusts, estates, foundations, small businesses, and retirement plans. The firm employs disciplined, model-based asset allocation supplemented by fundamental security analysis and a structured framework addressing various client factors, offering portfolio management, financial planning, and consulting services.

Social Security optimization Options & derivatives strategies Cash flow / budgeting Debt management

Kiernan E

Series 63, Series 65

Southfield, MI

Dynamic Wealth Solutions LLC

Kiernan Easton is a financial advisor at Dynamic Wealth Solutions LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has been with the firm since 2015. Dynamic Wealth Solutions LLC advises individuals, high-net-worth clients, trusts, estates, foundations, small businesses, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm uses a disciplined, model-based asset allocation approach combined with fundamental security analysis and a five-part framework addressing key client factors, and serves both retail and ERISA retirement plan clients.

Social Security optimization Options & derivatives strategies Cash flow / budgeting Debt management

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