# Dynamic Lifestyle Planning Group

> Dynamic Lifestyle Planning Group is a state-registered investment advisory firm in Denver, CO, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 342405
- Filed as: DYNAMIC LIFESTYLE PLANNING GROUP
- Legal name: Dynamic Lifestyle Planning Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342405
- AdvisorCensus page: https://advisorcensus.com/firm/dynamic-lifestyle-planning-group-denver-co-342405

## Quick answers

**How is Dynamic Lifestyle Planning Group compensated?**
On its Form ADV (Item 5.E, October 2026), Dynamic Lifestyle Planning Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Dynamic Lifestyle Planning Group located?**
Dynamic Lifestyle Planning Group's principal office is in Denver, CO, according to its Form ADV.

**Is Dynamic Lifestyle Planning Group registered with the SEC or a state?**
Dynamic Lifestyle Planning Group is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342405.

**How much does Dynamic Lifestyle Planning Group manage?**
Dynamic Lifestyle Planning Group reports $78,066,405 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (90% discretionary).

**What types of clients does Dynamic Lifestyle Planning Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (119); high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Does Dynamic Lifestyle Planning Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342405

**What changed in Dynamic Lifestyle Planning Group's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $78,066,405. Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $78,066,405
- Discretionary: $70,429,012
- Non-discretionary: $7,637,393

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 119 | $25,460,680 |
| High net worth individuals | 12 | $44,968,332 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $7,637,393 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, IA, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dynamiclpg.com
- LinkedIn @michaelabbate

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $78,066,405.
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dynamic Lifestyle Planning Group (CRD 342405): Form ADV filing data as of October 2026.