How much money do I need to start investing?
There are no minimums to open an account and start investing!
I like the idea of financial planning, but I don’t want to pay the whole fee up front.
Is there anything we can do?
Is there anything we can do?
There are many ways we can handle the fee. You can pay all up front, half up front and half at the end, all at the end, or something in between!
Is the financial planning fee a one-time fee or yearly?
We prefer to keep the financial planning going each year. The point of this kind of service is to be a long term relationship to make sure we keep things on track and make whatever adjustments we need to to help you reach your goals.
How often do we meet?
It depends on the level of service you want. We can meet as many times as you want if you are a financial planning client, or maybe just once per year if you would just like a simple insurance needs analysis.
How do we get paid?
We either get paid by charging a fee for either financial planning or managing one's investments, or we may get paid through commissions if one purchases an insurance policy or annuity through us.
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DYNAMIC WEALTH PARTNERS
Check the background of your financial professional on FINRA's BrokerCheck.
Brenden Fitzpatrick and Matthew Seem offer financial planning services and investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Our compensation may be based on a combination of fees and commissions. Dynamic Wealth Partners is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255. Availability of Long-term care and disability income insurance varies by carrier and state.
eMoney is intended for informational purposes only and is not intended to replace official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. You are also strongly encouraged to review your official account statements and compare them against the values and other information contained on your eMoney website. In the case of any discrepancy, you should rely on your official account statements as the most accurate source of information. Questions regarding any account listed should be directed to the customer contact information identified on the official account statement. Assets may not be covered by SIPC.
Dynamic Wealth Partners is licensed to conduct business in the following states: CO, KS, NE, MN, MO, SD, WA
Dynamic Wealth Partners and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.
Brenden Fitzpatrick and Matthew Seem offer financial planning services and investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Our compensation may be based on a combination of fees and commissions. Dynamic Wealth Partners is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255. Availability of Long-term care and disability income insurance varies by carrier and state.
eMoney is intended for informational purposes only and is not intended to replace official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. You are also strongly encouraged to review your official account statements and compare them against the values and other information contained on your eMoney website. In the case of any discrepancy, you should rely on your official account statements as the most accurate source of information. Questions regarding any account listed should be directed to the customer contact information identified on the official account statement. Assets may not be covered by SIPC.
Dynamic Wealth Partners is licensed to conduct business in the following states: CO, KS, NE, MN, MO, SD, WA
Dynamic Wealth Partners and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.
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