Dynamic Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a single‑advisor registered investment adviser that serves a very small client base (two clients) and provides both discretionary and non‑discretionary portfolio management. It also offers financial planning, consulting, and assists clients with selecting and monitoring unaffiliated third‑party money managers, and provides limited tax‑preparation services as an ancillary activity.
The adviser implements individualized investment policies developed through personal data gathering and an asset‑allocation framework, with periodic rebalancing and quarterly performance reviews; recommended investments span equities, fixed income, mutual funds, ETFs, options and other instruments. The firm may place client assets with third‑party managers when appropriate and performs due diligence and ongoing monitoring of those managers as part of its service model.
Compared with peers, the firm is notable for advising corporate and employee‑benefit plan accounts and accepting ERISA/IRA fiduciary considerations despite its solo‑practitioner structure, a service set that is uncommon among similarly sized independent advisers. The adviser also reports a long complaint‑free record, dedicates a small portion of time to outside professional activities (including tax preparation), and maintains policies that limit custody to fee‑deduction authority and leave proxy voting to clients.
Client services
Expertise
Fee options
Fixed financial planning fee from $150-$500 per module, $1,000-$3,000 for full plan; consulting fees similarly structured
$0 - $249,999: up to 1.50% $250,000 - $499,999: up to 1.25% $500,000 - $999,999: up to 1.00% $1,000,000+: up to 0.75%
Hourly rates $100-$250 per hour; administrative rates up to $90 per hour
Account minimum: $50,000 initial assets under management (may be negotiated, can be waived) Minimum fee: Minimum fixed fees range from $750 per year (example based on 1.50% of $50,000 AUM) upward, may be negotiated Fee-only: Financial planning fees: $150-$500 per module, $1,000-$3,000 for full plan; hourly rates $100-$250 per hour; hourly administrative rates up to $90 per hour; fees due upfront for plans, billed quarterly in arrears for hourly work
Main office
Glendale AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
D.F.S. LLC · Dynamic Financial Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)