PlanDynamic, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,924,348
Clients
33
76% high-net worth
Advisors
1
of 1 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
33
HighAverage account size
$876,495
About
PlanDynamic provides wealth management, comprehensive financial planning, and project-based planning services to individuals, high-net-worth individuals, trusts, and estates. The firm delivers discretionary portfolio management alongside coordinated planning work and may refer clients to outside specialists as needed.
The firm follows a goals-based, primarily long-term investment approach informed by fundamental analysis, constructing portfolios of roughly eight to thirty-five holdings using index, smart‑beta and other low‑cost ETFs, individual stocks, bonds, and alternative investments as appropriate. PlanDynamic emphasizes ongoing, interactive planning supported by technology to model potential outcomes and incorporates tax-aware practices such as tax‑loss harvesting and retention of legacy positions when aligned with client objectives.
PlanDynamic is notable for the gap between assets it manages and advises: approximately $28.9 million in discretionary AUM while providing advisory services on about $220 million in assets under advisement, and for using a multi-component advisory structure that separates a recurring planning component from asset-based management. The firm also maintains an institutional relationship with its custodian for platform and support services, and it typically provides personalized, tax‑sensitive portfolio construction rather than exclusively model‑based, pooled strategies.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Tax-loss harvesting
Passive / index investing
Active portfolio management
Fee options
Flat fees may be negotiated for project-based financial planning services
$0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.30%
Up to $250 per hour for project-based financial planning services
Monthly planning fees ranging from $100 to $150; monthly fees ranging from $200 to $300 for comprehensive financial planning services
Minimum fee: Generally $2,000 minimum for Dynamic Starter Plan engagements Fee-only: Fee-only advisory firm; no commissions or other compensation from product sponsors or third parties
Main office location
PlanDynamic, LLC
945 Concord Street
Framingham MA 01701, United States
Number of offices
1
Most active in
PlanDynamic, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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:
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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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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
Quick links
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