PlanDynamic, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PlanDynamic provides wealth management, comprehensive financial planning, and project-based planning services to individuals, high-net-worth individuals, trusts, and estates. The firm delivers discretionary portfolio management alongside coordinated planning work and may refer clients to outside specialists as needed.
The firm follows a goals-based, primarily long-term investment approach informed by fundamental analysis, constructing portfolios of roughly eight to thirty-five holdings using index, smart‑beta and other low‑cost ETFs, individual stocks, bonds, and alternative investments as appropriate. PlanDynamic emphasizes ongoing, interactive planning supported by technology to model potential outcomes and incorporates tax-aware practices such as tax‑loss harvesting and retention of legacy positions when aligned with client objectives.
PlanDynamic is notable for the gap between assets it manages and advises: approximately $28.9 million in discretionary AUM while providing advisory services on about $220 million in assets under advisement, and for using a multi-component advisory structure that separates a recurring planning component from asset-based management. The firm also maintains an institutional relationship with its custodian for platform and support services, and it typically provides personalized, tax‑sensitive portfolio construction rather than exclusively model‑based, pooled strategies.
Client services
Expertise
Fee options
Flat fees may be negotiated for project-based financial planning services
$0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.30%
Up to $250 per hour for project-based financial planning services
Monthly planning fees ranging from $100 to $150; monthly fees ranging from $200 to $300 for comprehensive financial planning services
Minimum fee: Generally $2,000 minimum for Dynamic Starter Plan engagements Fee-only: Fee-only advisory firm; no commissions or other compensation from product sponsors or third parties
Main office
945 Concord Street
Framingham MA 01701
Advisors at this office
1
Most active in
Massachusetts
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
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