Dynamic Wealth Advisors

Assets Under Management

$5.3B

Number of Clients

5,484

Number of Advisors

81

Average Client AUM

$974K

AUM per Advisor

$65.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Dynamic Wealth Advisors offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit sharing plans and businesses. Services are provided through affiliated financial advisors. They also offer financial planning and consulting services.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Location

2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016

81 Advisors at this firm

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