Dynamic Advisor Solutions, who does business as Dynamic Wealth Advisors, has ventured into South Carolina via a partnership with Capasso Planning Partners, a registered investment advisor that manages roughly $260 million in assets. Capasso Planning Partners, a fee-only advisory firm based in Charleston, is owned and operated by Managing Partner, Charlie Capasso, CFP.
This partnership adds another strong practice to Dynamic’s expanding network of nearly 88 advisory practices now representing more than $7 billion in assets under management.
Founded in 2018, Capasso Planning Partners gives clients with fiduciary-based financial planning and wealth management advice to individual, family and business owner clients. Utilizing a family office advisory model the firm gives tailored long-term financial planning solutions to allow clients to continually adapt to their changing financial needs, goals, and objectives.
“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,” said Steve Kulesza, CFP®, Dynamic chief business development officer. “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.”
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The partnership reflects Dynamic’s continued focus on supporting independent advisors through flexible affiliation models and integrated operational support. The company provides advisory firms with access to technology, compliance services, investment management resources, and operational infrastructure aimed at helping firms scale efficiently while preserving independence.
After twenty years of developing and advising RIAs in Charleston, Chicago and Lake Tahoe, NV. Charlie Capasso began his own business, Capasso Planning Partners. He has been featured in The Wall Street Journal and U.S. News & World Report, and is a former board member of the South Carolina Financial Planning Association.
“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,” said Capasso. “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.”
With this expansion into South Carolina, Dynamic continues to strengthen its presence in the independent wealth management sector, helping advisory firms combine personalized client service with scalable operational support.
