Gary Luna
Gary Luna is a CFP-designated registered investment advisor at Dynamic Wealth Advisors, based in Surprise, AZ, with 21 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 315 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Household accounts may be aggregated. Fees are negotiable.
Fee Estimator
Location
14749 W. Mountain View Blvd., Suite 144, Surprise, AZ, 85374
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2007Other Business ActivitiesSells Insurance
Gary sells fixed insurance and annuities and owns Luna Wealth Management. He also owns Dynamic Wealth Management, spending nearly full-time hours on investment advisory services, and is a part-owner of Dynamic Tax Advisors, spending about full-time hours during tax season.
Employment History
Current Registrations
Dynamic Wealth Advisors
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Lance Baxter, CFPEdward Jones
- Bret Hoffman, ChFCGreen Peaks Planning
- Robert Wade, CFPLPL Financial LLC
- Katherine Vessenes, CFPMD Financial Advisors / Vestment Financial
- Brentford Price, ChFCOsaic Wealth, INC.
- Kent Forsey, CFPHillspring Financial, INC.