Dynasty Financial Planners
Firm details
- Headquarters
- ,
- CRD number
- 288431
- Website
- grubbwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC, NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals45.3%
- Pension & Profit Sharing Plans34.35%
- HNWI20.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dynasty Financial Planners is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, charging a mix of percentage-of-AUM fees and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. The firm is not identified as an active ESG investor and lists an insurance company among its industry affiliations.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities16%
- Private Funds14%
- Other12%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Jonathan Messimer
Chief Investment OfficerCRD 6713948
Contacts
1 of 1
Molly Grubb
FounderCRD 5647291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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