Dynamic Legacy Planning
Dynamic Legacy Planning (CRD# 323407) is a financial advisory firm headquartered in Greenfield, IN. They manage $66,796,152 in 345 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management67MILLION
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Total Number of Accounts345ACCOUNTS
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Average Account Value$193,612
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Dynamic Legacy Planning
1
Jason White (CRD# 2766121) is an Investment Advisor Representative working at Dynamic Legacy Planning in Greenfield, IN and has over 24 years of experience in the finance industry.
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