RIA Intel›Advisers›Arizona›DYNAMIC FINANCIAL PLANNING LLC

DYNAMIC FINANCIAL PLANNING LLC

Advisory

AZ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$57K

across 16 accounts

AUM per adviser

$916K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$916K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$916K

Discretionary AUM$916K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

AEGIS WEALTH PARTNERS, LLC

$926K

PANOPTIC GLOBAL WEALTH MANAGEMENT, LLC

$900K

VIVERE WEALTH MANAGEMENT LLC

$993K

ALAMOS CAPITAL, LLC

$1M

SONORAN CAPITAL MANAGEMENT LLC

$800K

AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC

$1M

Get the full picture on DYNAMIC FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DYNAMIC FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans