Dynamic Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dynamic Wealth Advisors is a fee‑based registered investment adviser that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit‑sharing plans. The firm manages client accounts on a household basis and generally requires a minimum household account size of $250,000, though smaller households may be considered on a case‑by‑case basis.
DWA describes a holistic, risk‑focused process that begins with an Investment Policy Statement and retirement cash‑flow modeling to set target returns (adding a 1–2% cushion) and then selects model‑based strategies to pursue those targets. Portfolio construction combines fundamental and technical analysis across three strategy categories—Income, Trend‑Following Growth, and Opportunistic Growth—including ETF relative‑strength rotation, dividend and high‑income baskets, short‑term swing trading, and tactical option positions.
What distinguishes the firm from many peers is its active use of derivatives and shorting within managed accounts—its brochure details options hedges, option spreads, cash‑protected puts, and establishment of short positions—and it discloses the use of borrowing in separately managed accounts, a relatively uncommon practice for firms in this category. The firm’s advisors also hold insurance and CPA credentials and provide tax and estate planning services through a related practice under separate engagement agreements.
Client services
Expertise
Occupation focus
Fee options
Retirement Plan Consulting flat fees range from $750 to $10,000
$0 - $250,000: 2.00% $250,000 - $500,000: 1.75% $500,000 - $750,000: 1.50% $750,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.75%
Up to $250 per hour for Retirement Plan Consulting services
Account minimum: $250,000 Fee-only: Fees calculated as percentage of AUM with tiered rates; fees are negotiable
Main office
See office14749 W. Mountain View Blvd., Suite 144
Surprise AZ 85374
Advisors at this office
2
Offices (3)
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · Oregon · Texas · Utah · Washington
Also doing business as
Dynamic Wealth Advisors · Dynamic Wealth Management
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John S
Series 65, Series 66
South Jordan, UT
Dynamic Wealth Advisors
John Sperry is a financial advisor at Dynamic Wealth Advisors with Series 65 and Series 66 credentials and five years of industry experience. He has been with Dynamic Wealth Advisors since 2024 and has also been self-employed since 2009. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm uses a risk-focused, model-based investment approach incorporating active derivatives and shorting strategies within managed accounts.
Grant H
Series 66
Surprise, AZ
Dynamic Wealth Advisors
Grant Hadden is a financial advisor at Dynamic Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Dynamic Wealth Advisors and affiliated firms since 2012. Outside of his advisory role, Hadden is involved in seasonal tax return preparation and holds a fixed insurance license. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a risk-focused investment process incorporating fundamental and technical analysis across multiple strategies, including income, trend-following growth, and opportunistic growth, and is notable for its active use of derivatives, shorting, and borrowing within managed accounts.
Adam C
Series 63, Series 66
Heber City, UT
Dynamic Wealth Advisors
Adam Carlini is a financial advisor at Dynamic Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Leigh Baldwin & CO., LLC for eight years. Carlini is a part owner of Dynamic Tax Advisors LLC, a tax planning and preparation business that he manages outside of market hours. Dynamic Wealth Advisors is a fee-based registered investment adviser that offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm employs a risk-focused, model-based investment approach incorporating derivatives and shorting strategies uncommon among peer firms.
Gary L
CFP®, Series 63
Surprise, AZ
Dynamic Wealth Advisors
Gary Luna is a CFP® with over 21 years of experience in the financial services industry. He has been with Dynamic Wealth Advisors since 2014 and also owns and operates Luna Wealth Management and a fixed insurance and annuity business. In addition, he is a partial owner of a CPA firm providing tax advisory services during tax season. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a risk-focused, model-based approach that includes fundamental and technical analysis, and it actively employs derivatives and shorting strategies within managed accounts.
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