Dynamic Legacy Planning

Dynamic Legacy Planning (CRD# 323407) is a financial advisory firm headquartered in Greenfield, IN. They manage $66,796,152 in 345 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
17 N Pennsylvania St, Greenfield, IN 46140
https://www.dynamiclegacyplans.com
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $193,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Dynamic Legacy Planning
Showing 1 - 1 of 1 top financial advisors.
1
Jason White, financial advisor Greenfield IN
Jason C. White
CRD#: 2766121
17 N Pennsylvania St, Greenfield, IN 46140

Jason White (CRD# 2766121) is an Investment Advisor Representative working at Dynamic Legacy Planning in Greenfield, IN and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals