Dynamic Wealth Advisors - Investment Advisor Representative , by the numbers
Every figure below comes from real financed deals — what buyers paid, where, and how the loans performed.
1 deals since 2020 · typical deal $1.1M
1
Deals since 2020
$1.1M
Typical deal
0
Deals since FY2025
—
Too few deals to score risk
What buyers pay for Dynamic Wealth Advisors - Investment Advisor Representative
Most Dynamic Wealth Advisors - Investment Advisor Representative deals financed between $1.05M and $1.05M. Above $1.05M, you're paying more than 75% of buyers did — make the seller earn it.
- Monthly payment (10-yr)
- $13,731
- Down payment (10%)
- $117K
- Cash to close (all-in)
- $160K
Estimates at today's rates and standard 7(a) terms. Not a loan offer.
Could you get the loan?
Three answers. No documents, no credit pull.
Credit score
Available cash (you'll need ~$160K)
Experience
Recent financings
- Victory Independent Planning, LLC in Marco Island, FL — $1.1M (2020) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $788K (75%)
- Approval → funding
- 34 days
- Approved
- 5/27/2020
- First disbursed
- 6/30/2020
- Loan status
- Paid in full (7/31/2022)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $117K
- Est. cash at closing
- $160K
- Monthly payment
- $11,266
- Annual debt service
- $135K
- Cash flow needed (1.25×)
- $169K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Pathward National Association · Lender record →
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Who funds Dynamic Wealth Advisors - Investment Advisor Representative — and where
Every dot is a financed Dynamic Wealth Advisors - Investment Advisor Representative — 1 mapped.
Financed Dynamic Wealth Advisors - Investment Advisor Representative locations — list all 1 as text
- Victory Independent Planning, LLC — Marco Island · $1.1M · FY2020 · Portfolio Management
Top lenders for this brand
Most active states
- 1.Florida (1 loans)
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Common questions
How much does a Dynamic Wealth Advisors - Investment Advisor Representative cost to buy or open?
The typical deal for Dynamic Wealth Advisors - Investment Advisor Representative is $1.1M across 1 transactions since 2020. With the SBA's 10% minimum down payment, that points to roughly $116K of buyer cash on a typical deal.
How risky is Dynamic Wealth Advisors - Investment Advisor Representative ?
Dynamic Wealth Advisors - Investment Advisor Representative has 1 SBA loan on record since 2020 — too few to score a reliable failure rate. Judge the unit economics and the franchisor's disclosure document, not a small sample.
Can I finance a Dynamic Wealth Advisors - Investment Advisor Representative with an SBA loan?
Yes — Dynamic Wealth Advisors - Investment Advisor Representative has been SBA-financed 0 times since FY2025, which means it clears the SBA Franchise Directory requirement regularly. Confirm current listing before signing an LOI.
Buying a Dynamic Wealth Advisors - Investment Advisor Representative franchise
Most Dynamic Wealth Advisors - Investment Advisor Representative buyers finance the purchase or build-out with an SBA 7(a) loan — up to 90% of the cost with roughly 10% down. The typical Dynamic Wealth Advisors - Investment Advisor Representative deal financed for $1.1M, which points to about $116K of buyer cash on a typical purchase. Confirm Dynamic Wealth Advisors - Investment Advisor Representative 's current SBA Franchise Directory listing with your lender before the LOI. See the lenders that already fund Dynamic Wealth Advisors - Investment Advisor Representative — a bank that knows the brand approves faster — or pre-qualify for financing to see your likely loan size first.
AI summary
This profile summarizes public SBA financing activity for Dynamic Wealth Advisors - Investment Advisor Representative — lender activity, typical loan sizes, financing history, and risk and failure signals where available — via CapBench SBA Intelligence. CapBench is not a lender.
Source: CapBench SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. CapBench is not a lender and does not guarantee financing.
Agent summary
This page summarizes public SBA 7(a) financing for Dynamic Wealth Advisors - Investment Advisor Representative — typical deal size, the lenders that fund the brand, geography, and failure-rate context — from CapBench SBA Intelligence. Dynamic Wealth Advisors - Investment Advisor Representative is not currently confirmed in the SBA Franchise Directory here; CapBench is not a lender and does not sell franchises.
- 1 SBA 7(a) deal since 2020
- $1.1M typical deal
- 0 deals since FY2025
- Too few deals to score a reliable failure rate
- Top lenders: Pathward National Association
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Canonical:
- https://www.capbench.com/franchises/dynamic-wealth-advisors-investment-advisor-representative
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical SBA loan records, not a current offer or franchise availability. Confirm SBA Franchise Directory listing with your lender before an LOI.
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CapBench analysis of public lending records, FY2020–present. Charge-off rate measured on the FY2020–23 cohort. Not affiliated with Dynamic Wealth Advisors - Investment Advisor Representative .