Dreamfield Planning Group, LLC

Overview

Dreamfield Planning Group, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm focuses on individuals and families, offering financial planning, portfolio management for individuals and small businesses, and adviser selection services. Its fee schedule includes assets-under-management fees, hourly charges, and fixed-fee engagements. The adviser is identified as a capital allocator, but it does not market itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices