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 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 Plans for someone that wants to get some clarity and implement recommendations and action items themselves.

    Financial Planning for someone that wants to manage their own investments but wants the roadmap to building wealth.

    Finally, our most comprehensive service is Financial Planning and Investment Management is for someone that wants peace of mind that they are going to stay the course and get everything done. They also want proactive service and feel comfort in knowing that their investments are professionally managed, and a partner is available for when important things 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 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 the Services + Pricing page.

    A financial plan starts at $5,100.

    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.

  • You can end 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 to end the relationship. No final dues will be owed for services.

Still have questions?

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