PlanDynamic is a fee-only fiduciary, why that matters. 


PlanDynamic is a fee-only fiduciary, as defined by the CFP Board of Standards, meaning the only revenue we receive is from you, our client. There are no commissions for recommending investments or products, nor any ‘kickbacks’ for making referrals to other financial professionals, such as estate planning attorneys or residential/commercial loan officers. We provide options for how clients can work best with us to evolve their financial independence, and all options allow us to be fiduciaries working in the best interest of our clients.


► “Fee-only.” A certificant may describe his or her practice as “fee-only” if, and only if, all of the certificant’s compensation from all of his or her client work comes exclusively from the clients in the form of fixed, flat, hourly, percentage or performance-based fees. 

► “Fiduciary.” One who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client.

⏤ Certified Financial Planner Board of Standards, Inc.