Dreamfield Planning Group, LLC
Firm details
- Headquarters
- Braintree, Massachusetts
- CRD number
- 316550
- Website
- dreamplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.18%
- Individuals17.82%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dreamfield Planning Group, LLC is a small independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects other advisers on behalf of clients. Fee arrangements include a percentage-of-AUM option as well as hourly and fixed fees. The firm reports that it functions as a capital allocator and is not positioned as an ESG investor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Cash & Cash Equivalents31%
- US Government Bonds14%
- Public Funds/Mutual Funds12%
- Non-Exchange Traded Equities2%
Owners & executives
1 of 1
Matthew Hodges
Principal & COOCRD 6156305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Braintree, MA
Norfolk
Location
Braintree, MA
Headquartered in Braintree, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 140 Wood Rd
- Time zone
- ET (UTC-5)
- Office locations
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