Fee-only pricing.

As a fee-only fiduciary, we choose transparency of fees.

No commissions.
No hidden fees.
No conflicts of interest.

As a client, you choose the offer best for you.


 
 

PlanDynamic Program

Our Most Popular Offer

A comprehensive financial planning and investment management offer to build and sustain financial independence.

PlanDynamic Advisory
$100 to $150
Monthly Subscription 

AND

PlanDynamic Portfolios
0.75% up to $1,000,000
0.50% over $1,000,000

+ $1,000 upfront financial planning fee, waived if more than $250,000 invested with PlanDynamic.

See examples of pricing.

Your personal CFP® relationship with Glenn Brown will work through all aspects of your financial life.

Financial Planning

  • Build a strong financial foundation

  • Ongoing guidance & implementation

  • Strategies for budget, cash flow & debt

  • Retirement income & distribution

  • College savings & aid strategies

  • Optimize employer benefits

  • Health care coverage & savings

  • Tax planning & reduction strategies

  • Insurance review & gap analysis

  • Estate planning & titling analysis

  • Gain clarity, education and confidence

  • Be proactive to change & opportunities

  • Your accountability partner

Investment Management

  • Goals-based investment portfolios

  • Disciplined process & allocation tilts

  • Active monitoring & rebalancing

  • Low operating expenses and costs

  • Clarity on what you own & why

  • Tax-loss harvesting

  • Generate growth or income streams

  • Accounts at TD Ameritrade Institutional

Interactive Technology

  • Personal financial planning portal

  • In-person or virtual meetings

  • Aggregator of all financial accounts

  • Your big picture view in real-time

  • Vault for financial & legal documents

  • Secured by industry leader, eMoney

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PlanDynamic Advisory

No Investment Required

Financial planning without compromise for self-directed investors, business owners seeking liquidity and sandwichers just starting out.

PlanDynamic Advisory
$200 to $300
Monthly Subscription

+ $1,000 upfront financial planning fee.

See examples of pricing.

Your personal CFP® relationship with Glenn Brown will work through all aspects of your financial life.

Financial Planning

  • Build a strong financial foundation

  • Ongoing guidance & implementation

  • Strategies for budget, cash flow & debt

  • Portfolio review & risk analysis

  • Fee analysis of investments

  • Retirement income & distribution

  • College savings & aid strategies

  • Optimize employer benefits

  • Health care coverage & savings

  • Tax planning & reduction strategies

  • Insurance review & gap analysis

  • Estate planning & titling analysis

Interactive Technology

  • Personal financial planning portal

  • In-person or virtual meetings

  • Aggregator of all financial accounts

  • Your big picture view in real-time

  • Vault for financial & legal documents

  • Secured by industry leader eMoney

You Will

  • Enjoy a personal CFP® relationship

  • Gain clarity, education and confidence

  • Be proactive to change & opportunities

  • Have an accountability partner

  • Evolve your financial independence

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PlanDynamic Portfolios

Old-School Wealth Management

Not everyone wants virtual meetings, interactive technology or to revisit financial aspects of their lives already accomplished.

For those near or living in retirement, this offer focuses on sustaining financial independence.

PlanDynamic Portfolios
0.95% up to $1,000,000
0.75% over $1,000,000

See examples of pricing.

Your personal CFP® relationship with Glenn Brown will work on all aspects of living in retirement.

Investment Management

  • Goals-based investment portfolios

  • Disciplined process & allocation tilts

  • Active monitoring & rebalancing

  • Low operating expenses and costs

  • Clarity on what you own & why

  • Tax-loss harvesting

  • A strategy to grow dividend income

  • A strategy for capital preservation

  • Choose monthly or quarterly distributions

  • Required minimum distributions calculated

  • Secure performance & tax reporting

  • Accounts at TD Ameritrade Institutional

Financial Assessments

  • Annual portfolio reviews

  • Risk tolerance analysis

  • Income & cash flow planning

  • Tax-efficient distribution strategies

  • Social Security optimization

  • Employer benefits review

  • Insurance review & gap analysis

  • Medicaid eligibility

  • Estate planning & titling analysis

You Will

  • Enjoy a personal CFP® relationship

  • Gain clarity, education and confidence

  • Focus on your “why” to stay the course

  • Evolve your financial independence

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Dynamic Starter Plan

Need help on something?

For those who are not ready for an ongoing relationship, but need financial support now. Focus on a goal and we will help you assess and deliver the actions needed.

Dynamic Starter Plan
$250 an hour
or
Negotiable flat-fee

Work with Glenn Brown, CFP®, CRPC®, MBA to build a strong financial foundation.

Financial Assessments

  • Strategies for budget, cash flow & debt

  • Income & cash flow planning

  • Portfolio review & risk analysis

  • Risk tolerance analysis

  • Fee analysis of investments & advisors

  • Tax-efficient distribution strategies

  • Roth Conversion analysis

  • College savings & aid strategies

  • Optimize employer benefits

  • Health care coverage & savings

  • Tax planning & reduction strategies

  • Social Security optimization

  • Insurance review & gap analysis

  • Medicaid eligibility

  • Estate planning & titling analysis

You Will

  • Meet in-person, phone or virtually

  • Gain clarity, education and confidence

  • Have 30 days email access after analysis

  • Evolve your financial independence

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