PlanDynamic is a registered investment advisor located in Framingham, Massachusetts, founded in 2017 and owned by Glenn F. Brown. PlanDynamic provides comprehensive financial planning and investment management services tailored to each client's specific financial situation, goals, and risk tolerance. The firm operates as a fee-only advisory firm, emphasizing ongoing interactive advisory services, education, and technology integration. Services include wealth management (combining ongoing planning and investment management), standalone comprehensive financial planning, and project-based financial planning. PlanDynamic constructs portfolios using low-cost exchange-traded funds, mutual funds, individual stocks, and bonds, focusing on long-term growth, tax-loss harvesting, and goals-based investing. The firm serves individuals, high-net-worth individuals, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
Fees may be negotiable at the sole discretion of the advisor. Wealth management clients also pay a monthly planning fee of $100 to $150.
