Glenn Brown, CFP®, CRPC PlanDynamic

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About Glenn Brown, CFP®, CRPC

I help parents take control of planning and investing, so they can balance raising kids, caring for aging parents and building financial independence.

My name is Glenn Brown. I’m a Certified Financial Planner™, Chartered Retirement Planning Counselor, portfolio manager and founder of PlanDynamic, LLC. I provide fee-only fiduciary advice, investment management and financial planning to help my clients gain clarity, make timely decisions and be confident in executing their vision of independence.

I’ve worked in wealth management for 25 years, my previous role was Managing Director, Portfolio Strategist for a multi-billion dollar ETF investment manager. In 2017, I founded PlanDynamic to return working directly with motivated people on all aspects of their financial lives. Rather than help people retire at 65, I believe financial independence should be my client’s focus. It is built in stages, tailored to personal values and provides new choices along the journey.

When we work together, we leverage adaptable technology to make your plan dynamic. You save time by collaborating online, letting me lead scenarios and educating you on impact. Each of us can update actions taken, plus you see your goals, financials and investments evolve as one in real-time.

Beyond experience and education, how I run PlanDynamnic is greatly influenced by my family. As a ‘Sandwicher’ raising two young daughters and caring for aging parents with my wife Karina, I understand the challenges of finding time, balance and making smart decisions to benefit all — now and in the future.

At PlanDynamic, I will help you think different, focus on your “why” and enjoy the journey.

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Ideal Clients

  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Investment Planning & Management
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/Month
  • Flat Fee: $750+
  • Hourly Fee: $250+/Hour
  • AUM: 0.50%+

 

SEC Records

States Registered

  • Massachusetts

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