Dynamic Ideas Financial LLC is an internet adviser based in Waltham. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Massachusetts.
Dynamic Ideas Financial provides financial planning services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has a single stream of revenue. Clients pay Dynamic Ideas Financial LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Dynamic Ideas Financial is individuals with 106 clients and $0 of assets under management. Among the 2 most similar advisory firms, Dynamic Ideas Financial has the highest percentage of individuals out of all clients.
None of the firm’s clients are foreign persons or businesses.
Dynamic Ideas Financial doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Dynamic Ideas Financial LLC performs its advisory services is located at 465 Waverley Oaks Rd, Waltham, MA 02452 8422, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-583-7011 or by fax 781-300-7818. The normal business hours are 8:30-4:30 on Monday - Friday. You can find more information about the New York firm at retiresavvi.com.