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, that's the norm. The planning process is optimized for convenience, so you don't miss anything. You can participate in meetings from the comfort of your couch.
I'm based in Scottsdale, AZ and I service clients across the country.

Dynamic FP’s model allows us to work with all types of clients. We work with dual income families that earn more than $250,000 annually.
We want to provide access for people that need advice.
Financial Planning for individuals and families that want to manage their own investments but still want objective advice to help create a rock-solid plan on their path to building wealth.
Financial Planning and Investment Management for individuals and families that have a rock-solid plan in place but want ongoing checkups as life changes and want to delegate the financial part of their lives to an expert. They also want proactive service and feel comfort in knowing that their investments are professionally managed, and someone is available for when important life events come up.
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 high-earning professionals that want to work with a financial partner that understands them. They also want someone to trust with a process 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.

See the Services + Pricing page.
Financial planning (a plan plus implementation plan starts at $7,500 ($1,500 upfront and $500 per month for 12 months)
Financial Planning plus Investment Management includes the planning fees above and the following Investment Management fee schedule:
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%)].
You can pay for Financial Planning with a debit card or checking account. You will be charged a monthly fee at the end of each month of service. Investment Management fees are charged through our trading platform.
You can end our partnership at any time. There is no binding contract. On top of that, the Dynamic Guarantee exists because I want you to be fully confident and satisfied with me and the process. Within 60-days of the initiation of the relationship you can get a full refund if you’re not satisfied, no questions asked.

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