Frequently asked questions

Firm

  • Bachelor of Science degree from the University of Arizona

    Certified Financial Planner™

    A decade of experience working in wealth management for Northern Trust and at a family office.

  • Fee-only means we only get paid for the service you pay for. No hidden fees, proprietary product fees, 12b-1 fees, insurance fees, or referral fees. This helps align incentives when we make recommendations to you.

    A fiduciary is a person or organization that acts on behalf of a client and always puts the client first. They have a legal and ethical obligation to act in the client’s best interest. Not all financial advisors, investment professionals, or portfolio managers are fiduciaries.

  • Yes! We are based in Scottsdale, AZ and we service clients across the country. We want to deliver the service and advice that Millennials deserve.

    Our firm is ready to meet with clients and potential clients via Zoom or Google Meet.

    We follow strict security guidelines that are necessary to protect your privacy.

Services

  • Dynamic FP’s model allows us to work with all types of Millennial clients that earn at least $250,000 annually. We typically help wealthy families preserve their wealth. We also help high earning “HENRY” and newly wealthy Millennial clients build wealth.

  • We want to provide access for Millennials and everyone’s situation is different. First, we offer hourly planning that is for someone that wants advice, not an advisor.

    Second, we offer our Financial Planning and Ongoing Planning service for someone that wants to manage their own investments but wants the roadmap to building wealth.

    Finally, our best and most comprehensive service is Financial Planning and Investment Management that is for someone that wants peace of mind that they are going to stay the course. They also want proactive service and feel comfort in knowing that their investments are professionally managed.

  • We are not like traditional firms, so we are not for most people. That’s okay. We cannot offer excellent hands-on service and advice to everyone.

    We are for Millennials that want to work with an advisor that understands them. They also want an advisor that can help them make their vision a reality.

    Our approach to planning focuses on helping you live a full life. Our disciplined approach to investing is grounded in balancing risk with your goals and your lifestyle to help you achieve more.

Fees

  • See our Process + Pricing page.

    Our hourly fee is $450 for advice only.

    The Financial Planning and ongoing Planning fee starts at $425 per month and increases with complexity.

    The Investment Management fee schedule is:

    First $1 million 0.90%

    Next $4 million 0.70%

    Next $5 million+ 0.50%

    A $10 million account is charged an investment fee of $62,000 [($1M x 0.90%) + ($4M x 0.70%) +($5M x 0.50%)].

    There is a financial planning fee + an investment management fee for all clients unless otherwise defined in the agreement.

  • We prefer to not deduct fees from the portfolio to let it continue to grow. You can pay with a debit card or checking account. You will be charged a monthly retainer fee (in arrears).

  • You can terminate our partnership at any time. There are no strings attached. We want you to be fully confident in the relationship and satisfied. Send us a 30-day notice in writing to terminate the relationship.

Still have questions?

Contact us at info@dynamic-fp.com or use the form below.