# Plandynamic, LLC

> Plandynamic, LLC is a state-registered investment advisory firm in Framingham, MA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 291154
- Filed as: PLANDYNAMIC, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Framingham, MA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291154
- AdvisorCensus page: https://advisorcensus.com/firm/plandynamic-llc-framingham-ma-291154

## Quick answers

**How is Plandynamic, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Plandynamic, LLC 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 Plandynamic, LLC located?**
Plandynamic, LLC's principal office is in Framingham, MA, according to its Form ADV.

**Is Plandynamic, LLC registered with the SEC or a state?**
Plandynamic, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291154.

**How much does Plandynamic, LLC manage?**
Plandynamic, LLC reports $28,924,348 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does Plandynamic, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (8).

**Does Plandynamic, LLC 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/291154

## 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: $28,924,348
- Discretionary: $28,924,348
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $3,650,000 |
| High net worth individuals | 25 | $25,274,348 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plandynamic.com
- Facebook @PLANDYNAMIC
- LinkedIn @GLENNFBROWN
- X @PLANDYNAMIC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plandynamic, LLC (CRD 291154): Form ADV filing data as of October 2026.