Dynamic Lifestyle Planning Group

Dynamic Lifestyle Planning Group is an independent registered investment adviser that provides discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm offers ongoing portfolio management for personal accounts and also works with plan sponsors, including providing limited-scope ERISA 3(21) fiduciary services for qualified retirement plans.

The firm typically manages client accounts on a discretionary basis through custodial broker-dealers and mutual-fund programs, conducts at least quarterly reviews and rebalancing, and uses fundamental analysis and modern portfolio theory in portfolio construction. It also incorporates third‑party managers and a held-away account platform into client solutions, acting as a liaison to TPMs and monitoring their performance while disclosing that it receives referral or ongoing fees from some TPM relationships.

Distinctive features include formal affiliations with other advisory and financial‑services entities and an affiliated insurance business, with the advisory firm owned by an affiliated financial-services LLC and its staff engaged in licensed insurance activities; those relationships and commission-based insurance activities are disclosed as potential conflicts. The firm is a recent 2026 startup that manages roughly $78 million for about 131 clients, a relatively large asset base for a very small advisory team and an ownership/affiliation structure that departs from the typical solo-practitioner independent adviser model.