Dynamic Wealth Advisors's Form ADV discloses 2.00% on the first $250,000, 1.75% on the next $250,000, 1.50% on the next $250,000, 1.25% on the next $250,000, 1.00% on the next $2 million, and 0.75% on assets above $3 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #169792), Dynamic Wealth Advisors is subject to fiduciary duty under federal law.
Dynamic Wealth Advisors is headquartered in SURPRISE, AZ.
Dynamic Wealth Advisors serves 49 high-net-worth clients according to their SEC filing dated August 26, 2026. View client details ↓
According to their SEC Form ADV, Dynamic Wealth Advisors offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Dynamic Wealth Advisors manages $193 million in client assets according to their SEC filing dated August 26, 2026.
According to their SEC Form ADV, Dynamic Wealth Advisors serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓