$28.9M Total AUM
$28.9M Disc. AUM
-- 3Y CAGR
1 Employees
104 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VectorSummit vital +more
- Established Date
- 04-09-2018
- Office Locations
- 1
Office Locations
945 Concord Street Framingham MA
About Plandynamic, LLC
PlanDynamic is a fee-only, fiduciary RIA led by CFP Glenn Brown, providing goal-based financial planning and investment management focused on building and sustaining financial independence. The firm works with busy families balancing kids and aging parents and implements low-cost, goals-based portfolios with a heavy ETF mix. Planning is run through a dynamic, online, real-time workflow, and accounts are custodied at Schwab.
Team overview
53 AVG AGE
$28.9M AVG AUM / ADVISOR
$278.1K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Alpha vertex Radial Momentum
Client Personas
Fusion crest North momentum
CRM
Glacier
Custodian
North Radial north Legacy
Investment Themes
Optima Peak
Investment Vehicles
Zenith Catalyst
Platform
Bridge unison Harbor peak
Services
Vertex momentum Prime vertex Summit signal Pathway glacier Glacier radial Horizon momentum Signal Legacy Insight oak Legacy eagle
Technology
Timber Wave delta Vector Frontier radial Delta atlas
Owner & Executives
GLENN FORREST BROWN
Chief Compliance Officer, Principal
- CRD
- #2488667
- Ownership
- 75% or more
(426) 445-3710
ember.atlas@beaconcapital.com
in linkedin.com/in/foundation-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,924,348 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,924,348 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,924,348
Equity - Exchange:
18.5% Cash:
4.8% Corporate - Investment Grade:
12.4% U.S. Government/Agency:
5.0% Municipal Bonds:
22.1% Private Funds:
20.1% Public Funds:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,627,423,533 | 18.5% |
| Cash | $422,250,430 | 4.8% |
| Corporate - Investment Grade | $1,090,813,611 | 12.4% |
| U.S. Government/Agency | $439,844,198 | 5.0% |
| Municipal Bonds | $1,944,111,356 | 22.1% |
| Private Funds | $1,768,173,676 | 20.1% |
| Public Funds | $1,504,267,158 | 17.1% |
| Total | $8,796,883,962 | 100.0% |