Dynamic Advisor Solutions dba Dynamic Wealth Advisors announced its expansion into South Carolina through a new partnership with Capasso Planning Partners, a Charleston-based registered investment advisory firm managing $260 million in assets under management.
The partnership marks Dynamic’s first practice partner in South Carolina and expands the firm’s national network to approximately 88 advisory practices representing more than $7 billion in assets under administration.
Founded in 2018, Capasso Planning Partners provides comprehensive financial planning and wealth management services to individuals, families, and business owners through a fiduciary, fee-only model. The firm operates using a family office advisory approach designed to deliver long-term planning strategies tailored to clients’ evolving financial needs.
Dynamic said the partnership aligns with its strategy of supporting independent wealth advisors through integrated services spanning technology, compliance, investment management, and operations. The company offers multiple affiliation options intended to help advisory firms scale while maintaining operational flexibility and independence.
Capasso Planning Partners is led by Managing Partner Charlie Capasso, CFP®, who founded the firm after nearly two decades of experience building and advising RIAs across Charleston, Chicago, and Lake Tahoe, Nevada. Capasso has also been quoted in publications including The Wall Street Journal and U.S. News & World Report and previously served on the board of the South Carolina Financial Planning Association.
KEY QUOTES:
“Expanding into South Carolina is a meaningful milestone for Dynamic and it’s an honor to do so alongside a firm that shares our commitment to thoughtful, client-centered planning. Charlie and his team have built a strong reputation for delivering sound, objective advice and high-touch service, and we look forward to supporting their continued growth.”
Steve Kulesza, CFP®, Chief Business Development Officer, Dynamic Advisor Solutions
“Partnering with Dynamic allows us to enhance the resources and capabilities available to our clients while continuing to operate with the independence and fiduciary focus that defines our firm. We interviewed over 50 strategic partners and thoughtfully selected Dynamic as a partner that aligns with our philosophy of personalized planning and long-term relationships.”
Charlie Capasso, CFP®, Managing Partner, Capasso Planning Partners
