Dynamic Wealth Advisors

Investment Advisor
in Agoura Hills, CA

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About this Advisor

Thomas Mccann is a certified financial planner who works in Agoura Hills, California, with a total of 5 years of industry experience. Mccann is an employee of Dynamic Wealth Advisors. Over the course of their career, they have held roles at Fisher Investments, Morgan Stanley, Steel Peak Wealth Management, LLC and Dynamic Wealth Advisors Dba Crestview Capital Management. Mccann holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Dynamic Wealth Advisors is a registered investment company that has its headquarters in Phoenix, AZ. The investment advisory business has offices in 50 locations and a total of 120 financial advisors. It administers $3 billion in assets under management across its 12,207 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 12,207 customer accounts, 22% are held by high-net-worth clients who have more than $1 million in investable assets. The business performs a number of 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. A financial advisor's fee schedules typically vary depending on which services are provided. Fee types billed by Dynamic Wealth Advisors can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations


Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

29800 Agoura Road Suite 102
Agoura Hills, CA 91301

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Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management


CA Average: $1,555,372,352
Total Number of Employees


CA Average: 37
Total Number of Accounts


CA Average: 1,370
Average Account Size


CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Thomas Mccann Work History

Thomas has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Dynamic Wealth Advisors Dba Crestview Capital Management

2015 - 2018 (3 years)

Steel Peak Wealth Management, LLC

2014 - 2015 (1 year)

Morgan Stanley

2013 - 2014 (1 year)

Fisher Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Thomas Mccann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dynamic Wealth Advisors

Thomas Mccann
Agoura Hills, CA
Benjamin Fredlake
Phoenix, AZ
Christopher Ordway
Phoenix, AZ
Timothy Garretson
Phoenix, AZ
Cameron Juhnke
Prairie Village, KS
Theresa Krueg
Chandler, AZ
Jeffrey Krueg
Phoenix, AZ
Mark Minarik
Idaho Falls, ID

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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