DFX Intelligence

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

DYNAMIC LIFESTYLE PLANNING GROUP

DYNAMIC LIFESTYLE PLANNING GROUP LLC, CRD 342405

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fbade03f-0bc7-f671-ac4f-5071edc10aa7

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Sep 9, 2026 to Sep 9, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Dynamic Lifestyle Planning Group

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $78.1MItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $70.4M
Private client RAUM: $70.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 142
Individual clients: 119
High net worth clients: 12
CRD: 342405
Filings on the tape: 1
First filed: Sep 9, 2026
Latest filed: Sep 9, 2026
Organised: Limited Liability Company, CO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL JON ABBATE	Certified Financial Planner\|Chartered Financial Consultant	AURORA, CO	0	20	4	no

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	n/a	0	0	0	1	0

Relationships

Registered with (1)

← MICHAEL JON ABBATEAdvisorregistration: current employment
May 4, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fbade03f-0bc7-f671-ac4f-5071edc10aa7
First observed: Sep 9, 2026
Last observed: Sep 9, 2026 12 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DYNAMIC LIFESTYLE PLANNING GROUP

DYNAMIC LIFESTYLE PLANNING GROUP LLC, CRD 342405

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fbade03f-0bc7-f671-ac4f-5071edc10aa7

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JON ABBATE

Certified Financial Planner|Chartered Financial Consultant

AURORA, CO

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

n/a