Dynamic Wealth Advisors

CRD#151367
Investment Advisor Firm

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Learn more about Dynamic Wealth Advisors

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Dynamic Wealth Advisors is located at 2415 East Camelback Road, Phoenix, AZ. The firm employs 76 financial advisors to manage client portfolios and provide financial guidance. Dynamic Wealth Advisors is not a registered broker-dealer.

    Dynamic Wealth Advisors oversees $4.8 billion in assets under management across 14,988 accounts, of which 14,951 are discretionary and 37 are non-discretionary. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, other investment advisers, and corporations, with retail investors being the largest client type by accounts. The fee structure at Dynamic Wealth Advisors includes asset-based, hourly, fixed, and other fees. The firm has 1,506 high net worth clients.

    Dynamic Wealth Advisors is registered in the states of Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming.

    Assets Under Management

    $4.8 billion

    Number of Advisors

    76

    Disclosures

    No

    Office Location

    2415 East Camelback Road
    Phoenix, AZ 85016

    Dynamic Wealth Advisors by the Numbers

    Total Assets Under Management

    $4.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    125

    National Average: 64
    Total Number of Accounts

    14,988

    National Average: 375,227
    Average Account Size

    $322.2 thousand

    National Average: $23.0 thousand
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    Products and Services

    Dynamic Wealth Advisors provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. In the past fiscal year, Dynamic Wealth Advisors provided financial planning services to 101-250 of its customers. The Firm is involved in selling products or offering services different than investment advisory services to its clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advice largely vary depending on which services are offered. Fees billed by Dynamic Wealth Advisors likely include any combination of the following fee structures: asset-based, hourly, fixed, or other.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    The firm works with a broad range of customers. The firm provides services to retail investors, high net worth investors, pension plans, charitable organizations, other investment advisers, and corporations. Out of its 6 clients, Dynamic Wealth Advisors's biggest client group by number of accounts is high net worth investors, though it also manages money for 1506 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 27.53%
    • Other Individuals - 68.88%
    • Corporations - 3.27%
    • Charitable Organizations - 0.31%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Dynamic Wealth Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Dynamic Wealth Advisors

    Vincent Esposito
    Phoenix, AZ
    Alecsander Zari
    Phoenix, AZ
    Ross Emmer
    Scottsdale, AZ
    Kelly Mccann
    Agoura Hills, CA
    Alano Massi
    Calabasas, CA
    Sundip Rai
    San Diego, CA
    Michael Niewiadomski
    Phoenix, AZ
    Mark Minarik
    Idaho Falls, ID
    John Davis
    Phoenix, AZ

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