DYNASTY FINANCIAL PLANNERS

DYNASTY FINANCIAL PLANNERS is an SEC-registered investment adviser (CRD 288431). Regulatory assets under management: $19.4M.

Registration

• CRD: 288431
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288431 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search