DYNAMIC LEGACY PLANNING

Overview

Dynamic Legacy Planning is an independent registered investment adviser organized as a limited liability company and operated alongside legal services. The firm focuses on serving individuals and families, and on providing portfolio management for individuals and small businesses. Its advisory mix leans toward discretionary management: the firm reports that all reported assets are managed on a discretionary basis, suggesting client relationships where the adviser implements and adjusts portfolios without needing prior approval for each trade. Fee arrangements are flexible and client-tailored, combining a percentage-of-AUM model with hourly and fixed-fee engagements—consistent with a hybrid legal and financial planning practice that can bill for discrete planning work as well as ongoing investment oversight. The firm does not identify as an ESG investor and does not operate as a multi-state adviser; it is not structured as a capital allocator or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices