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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-12-2022
- Office Locations
- 1
Office Locations
About Dynamic Financial Planning
Dynamic Financial Planning is an independent, fee-only RIA in Scottsdale, AZ led by CFP Anthony Syracuse. It serves high earners and high-net-worth families in their wealth-building years with virtual or in-person planning plus optional investment management. Portfolios are primarily ETF-based and built around a disciplined, long-term, risk-managed plan; supports major life transitions, estate planning via Trust & Will, and CPA referrals. Featured in WSJ, Barron’s, Bloomberg, and Fortune.
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Owner & Executives
Anthony M Syracuse
FINANCIAL PLANNER, PORTFOLIO MANAGER, WEALTH ADVISOR
- CRD
- #7581882
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $915,782 | -- |
| Non-Discretionary | $0 | -- |
| Total | $915,782 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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