Dynasty Financial Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,711,234
Clients
38
Advisors
2
of 3 employees
About
Dynasty Financial Planners serves individuals—including high‑net‑worth clients—business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm also provides pension consulting, estate‑unwinding assistance, business‑owner exit planning, and periodic educational seminars and workshops.
The firm documents each client’s objectives in a written Investment Policy Statement and typically implements customized model allocations on a discretionary basis, drawing on methods that include fundamental and technical analysis, modern portfolio theory, and occasional use of derivatives or margin where appropriate. It also uses a third‑party platform (Future Capital) to monitor and rebalance held‑away assets such as 401(k)s and 529 accounts and reviews accounts at least quarterly.
Distinctive elements include an affiliation with a licensed insurance agency and a related tax‑planning referral entity, meaning advisors may recommend and sell insurance products (and receive commissions) and refer tax work to an affiliated service; the firm discloses these potential conflicts of interest. The practice’s explicit focus on business‑owner consulting (supported by a business‑exit credential), estate‑unwinding services, and regular public education offerings are less common among peers of similar size.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Services fixed fee ranging between $750 and $1,500; Nontraded Securities consulting additional fixed fee or up to 6% of assets invested; Estate consulting one-time fee of 0.35% or 0.70% of existing management fee; Business Owners Consulting Services fixed fee ranging from $5,000 - $10,000 for summary report and $15,000 - $30,000 for full report.
$0 - $1,000,000: 1.50% Over $1,000,000+: 1.00%
Commission-based compensation earned by licensed insurance agents for selling insurance products separate from advisory fees.
Main office
Worthington OH
Advisors at this office
2
Most active in
Ohio · Texas
Also doing business as
Dynasty Family Office · Dynasty Financial Planners · Grubb Wealth Management · Grubb Wealth Management LLC · Grubb, Molly
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Molly G
Series 63
Worthington, OH
Dynasty Financial Planners
Molly Grubb is a financial advisor at Dynasty Financial Planners with 17 years of industry experience. She holds a Series 63 designation and has worked previously at Cambridge Investment Research Advisors, INC from 2012 to 2017. Outside of her advisory role, she owns an exotic car holding company, Amora Green Exotics, LLC. Dynasty Financial Planners serves individuals, business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized investment strategies documented in written Investment Policy Statements and offers services including pension consulting, estate-unwinding assistance, and business-owner exit planning.
Jonathan M
CFP®, Series 66
Worthington, OH
Dynasty Financial Planners
Jonathan Messimer is a CFP® and Series 66-registered advisor with Dynasty Financial Planners in Worthington, OH. He has been with Dynasty since 2019 and has prior experience at StoneBridge Financial Group, Edward Jones, Pfizer, Merck & Co., and Amazon. Dynasty Financial Planners serves individuals, business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized model allocations, uses a range of investment methods including fundamental and technical analysis, and offers specialized services such as business-owner exit planning and estate-unwinding assistance.
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