# DYNASTY FINANCIAL PLANNERS

DYNASTY FINANCIAL PLANNERS is an SEC-registered investment adviser.

## Registration

- CRD: 288431
- Type: SEC-registered investment adviser
- Phone: (614) 461-3205
- Latest filing: 2026-06-23
- Regulatory AUM: $19.4M
- Discretionary AUM: $12.7M
- Non-discretionary AUM: $6.7M
- Clients: 3
- Accounts: 197

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288431/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288431/similar
- Related entities: https://search.stillhousedata.com/firm/288431/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288431

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.