# Dynasty Financial Planners

> Dynasty Financial Planners is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 288431
- Filed as: DYNASTY FINANCIAL PLANNERS
- Legal name: Grubb Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288431
- AdvisorCensus page: https://advisorcensus.com/firm/dynasty-financial-planners-288431

## Quick answers

**How is Dynasty Financial Planners compensated?**
On its Form ADV (Item 5.E, October 2026), Dynasty Financial Planners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Dynasty Financial Planners registered with the SEC or a state?**
Dynasty Financial Planners is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288431.

**How much does Dynasty Financial Planners manage?**
Dynasty Financial Planners reports $19,361,700 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (66% discretionary).

**What types of clients does Dynasty Financial Planners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (3); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Dynasty Financial Planners 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/288431

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $19,361,700
- Discretionary: $12,711,234
- Non-discretionary: $6,650,466

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $8,770,410 |
| High net worth individuals | 3 | $3,940,824 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $6,650,466 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dynastyfamilyoffice.com
- dynastyfamilyoffices.com
- grubbwealth.com
- Facebook @dynastyfamilyoffice
- Instagram @dynasty.chick
- LinkedIn @dynastyfamilyoffice
- TikTok @dynastychick

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dynasty Financial Planners (CRD 288431): Form ADV filing data as of October 2026.