Anthony James Fischetti

CFP

Dynamic Wealth Advisors

4 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

5134 N Centralavenue, Suite 101, Phoenix, AZ, 85012

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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

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Vanguard Marketing CorporationBroker

July 2017 - May 2019 · 1 yr 10 mos

State Registrations2 states

AZCO

Advisor

Exams

No exam information available for this advisor.