Dynamic Financial Planning LLC is a registered investment advisor located in Phoenix, Arizona, founded in May 2022 and principally owned by Anthony Syracuse. The firm offers personalized financial planning and investment management services, operating with a legally required commitment to act in your best interest. Dynamic Financial Planning provides continuous investment management based on your specific goals, risk tolerance, and tax considerations, using stocks, bonds, mutual funds, and exchange-traded funds. Additionally, the firm offers both ongoing and project-based financial planning covering retirement, business planning, cash flow, college savings, employee benefits, estate planning, insurance, and tax strategies. Investment management services are available for clients utilizing the ongoing financial planning services. Dynamic Financial Planning does not require a minimum account size.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. If outside managers are used, their platform fee of 0.12% to 0.20% applies in addition to the firm's advisory fee. Investment management requires utilizing ongoing financial planning services.
