Financial Planning Engagement

Complete Financial Plan Including:

  • Debt Management
  • Retirement & Employer Benefits
  • Education Funding
  • Insurance Review
  • Investment Review
  • Tax Planning
  • Estate Planning

Project Based Planning

  • Limited scope covering one, or more of the above categories

Client implements the plan

 

Cost

One-time, up-front fee based on the scope and complexity of the engagement. This generally ranges from $1,000 - $4,000

Please refer to your Financial Planning Agreement, Investment Management Agreement and/or Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure (which can be found on the Securities and Exchange Commission website by searching under CRD #15136) for additional details regarding fees.

Ongoing Financial Planning

Ongoing Financial Plan Including:

  • Debt Management
  • Retirement & Employer Benefits
  • Education Funding
  • Insurance Review
  • Investment Review
  • Tax Planning
  • Estate Planning
  • Distribution Management

Plan Implementation

Investment Management

Regular plan updates

 

Cost

Assets

Fees

Up to $1MM

1.0%/year

Next $2MM to $3MM

0.65%/year

Next $2MM to $5MM

0.45%/year

Above $5MM

0.30%/year


Please refer to your Financial Planning Agreement, Investment Management Agreement and/or Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure (which can be found on the Securities and Exchange Commission website by searching under CRD #15136) for additional details regarding fees.