A registered investment advisory firm based in Phoenix, Arizona, with about 54 offices. It manages about $5.64 billion for roughly 5,509 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; Other fees
Typical client size ?$964,859
Assets under management ?$5.64 billion
Individual clients5,509
Median years of experience17
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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Also known as
401k Extra LLC · Wolf Private Wealth · Wisdom Wealth Management · Williams & Novak Wealth Management, LLC · Werth Weil Wealth Management Inc. · Walker McMillan LLC · Victory Independent Planning · Swiss American Wealth Advisors · Swenson Hughes Wealth Management · Sungarden Investment Management · Strategic Capital Wealth Management LLC · STF Wealth Management
About Dynamic
How do I contact Dynamic?
Call the main office at (877) 257-3840. The main office is at 2415 East Camelback Road Suite 700, Phoenix, AZ 85016.
How is Dynamic paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask for your total yearly cost in dollars.
What services does Dynamic offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers, Newsletters and publications, Educational seminars and workshops, Other services.
How many advisors work at Dynamic?
We list 75 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.