Glenn Brown is a CFP-designated registered investment advisor at Plandynamic, LLC, based in Framingham, MA, with 12 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, High Net Worth, and 3 more. Their firm serves 33 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
Fees may be negotiable at the sole discretion of the Advisor. In addition to the management fee, there is a monthly planning fee that ranges from $100 to $150.
Fee Estimator
Contact
Glenn Brown
Location
945 Concord Street, Framingham, MA, 01701
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Plandynamic, LLC
Previous Registrations
Thomaspartners, INC.
Windhaven Investment Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals.