DREAMFIELD PLANNING GROUP, LLC

Overview

Dreamfield Planning Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves private individuals and families and positions itself as a capital allocator for those clients. Core advisory services are financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. Compensation is a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity in its profile.

Assets & Accounts

Public Holdings

Investments & Alternatives