David Anthony Hughes

CFA · CFP

Dynamic Wealth Advisors

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Dynamic Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

81 advisors

Number of Clients

5,484 clients

Average Client Portfolio

$974K average

Assets Under Management

$5.3B

Fee Structure

Location

Chandler, AZ

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Dynamic

October 2023 - Present · 2 yrs 4 mos

Previous Registrations

Goldman Sachs Personal Financial Management

April 2017 - October 2023 · 6 yrs 6 mos

Cross Border Tax & Accounting, LLC

November 2007 - May 2008 · 6 mos

Keats Connelly & Associates INC.

July 2007 - May 2008 · 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.