Dynamic Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$79,230,000
Clients
170
Advisors
3
of 3 employees
About
Dynamic Wealth Solutions LLC is a state‑registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, foundations, endowments, corporations, small businesses and retirement plans; the firm reports roughly 170 clients and approximately $102 million in assets under management. Its offerings include discretionary asset management, financial planning and consulting, retirement plan advisory (including ERISA 3(21) advisory and 3(38) discretionary management), and self‑directed financial advising packages.
The firm’s investment process emphasizes fundamental analysis and disciplined asset allocation, using model portfolios constructed from long‑term relationships among global asset classes and guided by a TREAT framework (time horizon, risk tolerance, expected return, asset class preferences and tax status). Accounts are monitored and reviewed periodically (quarterly or as agreed), portfolios are rebalanced to target allocations, and the firm uses tools such as Riskalyze, RightCapital and Blueleaf and may implement option overlay strategies for qualified clients.
Noteworthy characteristics relative to peers of similar size include a three‑advisor ownership structure founded in 2014 that combines traditional percentage‑of‑AUM portfolio management with plan‑sponsor fiduciary services (including 3(38) discretionary management) and on‑demand planning for self‑directed clients. The firm recommends specific custodians (Charles Schwab and Trade‑PMR), does not participate in wrap fee programs, and discloses a referral relationship for tax filing services with an outside CPA firm.
Client services
Expertise
Fee options
Comprehensive Financial Plan $700
$0+: 0.65% - 1.00% (Fixed Income strategy) $0+: 1.00% - 1.20% (Blended strategy) $0+: 1.20% - 1.75% (Equities/Options Overlay strategy)
Account minimum: $50,000 (may be negotiable) Minimum fee: $75 minimum quarterly fee (may be negotiable) Fee-only: $700 for Comprehensive Financial Plan payable in advance
Main office
29777 Telegraph Rd., Suite 2417
Southfield MI 48034
Advisors at this office
3
Most active in
Michigan
Also doing business as
Born Free Capital Management L.L.C. · Dynamic Wealth Solutions LLC · Tactical Capital Advisors 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:
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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.
Forms ADV
Quick links
Advisors at this firm
Timothy H
Series 65
Southfield, MI
Dynamic Wealth Solutions LLC
Timothy Hooker is a financial advisor with Dynamic Wealth Solutions LLC in Southfield, MI, holding a Series 65 designation and 11 years of industry experience. He has been involved with Born Free Capital Management L.L.C. since 2014 and has longstanding roles at Wayne State University and St. Mary’s Preparatory. Dynamic Wealth Solutions LLC serves individuals, high-net-worth clients, trusts, estates, foundations, small businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm uses a disciplined, model-based asset allocation approach combined with fundamental security analysis and a proprietary “TREAT” framework, providing services that include option overlay strategies and ERISA plan advisory roles.
Brian S
Series 65
Southfield, MI
Dynamic Wealth Solutions LLC
Brian Smith is a financial advisor at Dynamic Wealth Solutions LLC with 11 years of industry experience. He holds a Series 65 designation and has been affiliated with Michigan State University since 2011. Dynamic Wealth Solutions LLC serves individuals, high-net-worth clients, trusts, estates, foundations, small businesses, and retirement plans. The firm employs disciplined, model-based asset allocation supplemented by fundamental security analysis and a structured framework addressing various client factors, offering portfolio management, financial planning, and consulting services.
Kiernan E
Series 63, Series 65
Southfield, MI
Dynamic Wealth Solutions LLC
Kiernan Easton is a financial advisor at Dynamic Wealth Solutions LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with the firm since 2015. Dynamic Wealth Solutions LLC is a state-registered investment adviser serving a diverse client base including individuals, trusts, estates, foundations, corporations, and retirement plans. The firm offers discretionary asset management, financial planning, and retirement plan advisory services, employing a disciplined investment process based on fundamental analysis and a TREAT framework for portfolio construction and monitoring.
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