RIA Intel›Advisers›Massachusetts›PLANDYNAMIC, LLC

PLANDYNAMIC, LLC

Advisory

FRAMINGHAM, MA

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in MA
#1,280
of 1,590 advisers by AUM
Average account
$348K
across 83 accounts
AUM per adviser
$29M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM
$29M
Discretionary %
100%
Clients
33
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$29M
Discretionary AUM$29M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

NICHOLS INVESTMENT CORPORATION
MASHPEE, MA
$29M
RYAN FINANCIAL ADVISORS INC
ANDOVER, MA
$29M
-84.8% 1Y
ALCO ADVISORS, INC.
$29M
-12.9% 1Y
MENDOZA WEALTH MANAGEMENT, LLC
$29M
GOTTA RETIREMENT SERVICES, INC.
BRAINTREE, MA
$29M
+2.5% 1Y
BURR & COMPANY, LLC
OSTERVILLE, MA
$29M
+9.4% 1Y

Get the full picture on PLANDYNAMIC, LLC

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

Create a free account →See plans