David Walsh is a CFP-designated registered investment advisor at Dynamic Wealth LLC, based in Overland Park, KS, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12 clients with $23M 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 $2.0M | 0.90% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.30% |
| $6M+ | 0.10% |
All Dynamic Wealth fees are negotiable. Minimum monthly management fee of $650.
Fee Estimator
Location
7015 College Blvd, Ste 375, Overland Park, KS, 66211
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Regulatory History
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.
Learn about disclosures →Other Business Activities
David operates Walsh Law LLC, a legal practice providing business and estate planning services since 2012. Since March 2022, it was his primary business until starting Dynamic Wealth LLC in September 2024.
Employment History
Current Registrations
Dynamic Wealth LLC
Previous Registrations
Creative Planning
Sunrise Advisors
State Registrations2 states
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