Vector Dynamics Wealth Management P.L.L.C
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vector Dynamics Wealth Management, PLLC advises entrepreneurs, business owners, small businesses, first-generation high-net-worth individuals, and U.S.-based clients with cross-border considerations. The firm offers tactical portfolio management alongside integrated personal and business financial planning, business retirement plan consulting, business financial analysis and management reporting, suitability (second‑opinion) reviews, and investor education.
The firm delivers non-discretionary, client‑executed recommendations that combine macroeconomic and technical analysis with tactical asset allocation and sector-rotation strategies, including options-based income generation and protective option positions. Advice is paired with ongoing behavioral coaching, investor education, and regular market commentary to support client decision‑making and accountability.
Noteworthy departures from common peer practices include the principal’s disclosed outside roles as a licensed real estate salesperson and a pending mortgage loan originator application, and ownership of a proprietary personal trading entity that trades options; these activities are treated as potential conflicts under the firm’s Code of Ethics. The firm also uses subscription-style monthly retainers and provides business-entity and plan‑sponsor services (management reporting and retirement plan consulting) plus beginner-focused education and periodic suitability reviews, a combination that is less common among independent advisory firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Personal Financial Plan: $500 to $1,500; Business & Owner Financial Plan: $1,500 to $5,000; Business Retirement Plan Consulting: $500 to $1,500; Suitability Review: $100 to $500
0.50% to 1.50% annually (varies by account size and engagement complexity)
$175 to $250 per hour for defined advisory engagements, one-time consultations, or project-based work
Monthly Retainer (Individuals): $300 to $500 per month; Business Advisory Retainer: $500 to $2,500 per month
Main office
Mesa AZ
Advisors at this office
1
Most active in
Alaska · Arizona
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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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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