Dynamic Advisor Solutions dba Dynamic Wealth Advisors (“Dynamic”), a leading provider of integrated professional services and flexible affiliation partner to independent wealth advisors, announced its expansion into South Carolina through a new partnership with Capasso Planning Partners, a registered investment advisory firm with $260 million assets under management. The Charleston-based, fee-only firm is led by Managing Partner Charlie Capasso, CFP®.
Dynamic’s partnership with Capasso Planning Partners brings the firm’s national network to approximately 88 advisory practices nationwide, representing more than $7 billion of assets under administration.
Founded in 2018, Capasso Planning Partners serves in a fiduciary capacity providing comprehensive financial planning and wealth management services to individuals, families and business owners. The wealth management firm operates under a family office advisory model, delivering long-term planning strategies tailored to help clients navigate dynamic financial situations to achieve their goals.
“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.”
Capasso founded the firm following nearly two decades of experience building and advising RIAs in Charleston, Chicago and Lake Tahoe, Nev. He has been quoted in “The Wall Street Journal” and “U.S. News & World Report” and has served on the board 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.”
Dynamic provides independent advisors with a range of affiliation options and integrated support across technology, compliance, investment management and operations. Through an intentional balance of people and technology, the Dynamic team helps firms scale more efficiently while maintaining flexibility in running their practices.
About Capasso Planning Partners
Capasso Planning Partners is a registered investment advisory firm based in Charleston, S.C., providing comprehensive financial planning and wealth management services to individuals, families and business owners. The firm strives to bring the family-office advisory model to clients in a fiduciary capacity. Visit capassoplanningpartners.com.
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors (“Dynamic”)
Dynamic is a steadfast partner to independent wealth advisors at every stage of their business journey — whether transitioning to independence, scaling an established practice, planning for succession or seeking turnkey asset management platform (TAMP) services. With multiple affiliation models, Dynamic delivers a bespoke business solution that combines the people, resources and technology to help advisors grow their firms and provide exceptional client experiences. With more than $7 billion in assets, Dynamic was named the No. 1 Fastest-Growing RIA in Arizona by CityWire RIA and No. 10 on the Phoenix Business Journal’s fastest-growing, privately held companies list in 2025. Learn more at dynamicadvisorsolutions.com.
Dynamic was recognized by CityWire RIA with no involvement from Dynamic. Dynamic submitted a nomination and application to be included in the Phoenix Business Journal. The acceptance was based off net revenue growth during the past three years and Dynamic provided financial information. Honorees are chosen through an independent editorial review, with selections based entirely on their merits, achievements and contributions to their organizations and local community. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial.
Investment advisory services are offered through Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC registered investment advisor.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260512401763/en/
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