Dreamfield Planning Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,726,109
Clients
12
75% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$810,509
About
The firm provides comprehensive wealth management and financial planning to individual and high‑net‑worth clients, combining ongoing planning, implementation assistance, and portfolio management. Investment management is generally offered only alongside financial planning, with limited‑scope hourly engagements available for specific projects.
The investment approach is primarily passive and grounded in Modern Portfolio Theory, using diversified model portfolios composed mainly of index mutual funds and ETFs to manage risk and seek long‑term returns. When appropriate, the firm implements discretionary management through third‑party managers and a technology‑driven sub‑advisor, and will manage accounts directly if client‑imposed restrictions cannot be accommodated by a TAMP.
What distinguishes the firm from many peers is its regular use of third‑party advisory relationships — including a named sub‑advisor to build and manage model portfolios — an arrangement that is statistically uncommon for independent advisers. The firm also operates with a very small client roster and modest assets under management, and the principal discloses an outside educational business focused on financial literacy, which may shape how services and communications are delivered.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Long-term care insurance
College savings (529s, UTMA, etc.)
Wealth management
Passive / index investing
Fee options
Limited-Scope Financial Planning engagements at $375 per hour
Minimum fee: Standard Wealth Management fee is $8,500 per year, payable quarterly or monthly in advance; negotiable at Advisor's discretion Fee-only: Standard Wealth Management fee is a flat annual fee of $8,500 per year
Main office location
Dreamfield Planning Group, LLC
140 Wood Road, Suite 400 E
Braintree MA 02184, United States
Number of offices
2
Most active in
Dreamfield Planning Group, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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