# Jakhongir Mirtalipov

> Jakhongir Mirtalipov is a fee-only financial advisor at Dream Life Wealth Management in Charlotte, North Carolina. Jakhongir charges a percentage of assets and an ongoing planning fee (ongoing planning from $4,500 a year and 1.25% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jakhongir-mirtalipov/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Dream Life Wealth Management
- **Based in:** Charlotte, North Carolina
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $4,500 a year; 1.25% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Languages:** Russian
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.3M across 48 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7003156 (https://adviserinfo.sec.gov/individual/summary/7003156)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 66 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.dreamlifewealth.com

## Frequently asked questions

### Is Jakhongir Mirtalipov a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jakhongir holds no broker registration, and Dream Life Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jakhongir charge for financial advice?

Jakhongir charges a percentage of assets and an ongoing planning fee.

### How much does Jakhongir charge?

According to Dream Life Wealth Management's website, checked October 30, 2026: ongoing planning from $4,500 a year; 1.25% a year on the first tier of assets managed.

### Does Jakhongir work with clients virtually?

Yes. Dream Life Wealth Management says on its website that it works with clients remotely.

### What languages does Jakhongir work in?

Besides English, Dream Life Wealth Management offers service in Russian, according to its website.

### Where is Jakhongir Mirtalipov based?

Jakhongir Mirtalipov is based in Charlotte, North Carolina.

### What does Jakhongir specialize in?

Jakhongir's specialties include retirement planning, tax planning and estate & legacy planning. Jakhongir works with retirees and pre-retirees.

### Is Jakhongir Mirtalipov registered with the SEC?

Yes. Jakhongir Mirtalipov is registered as an investment adviser representative in NC and TX (CRD 7003156), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dream Life Wealth Management manage?

Dream Life Wealth Management reports $5.3M across 48 accounts in assets under management.

### How do I contact Jakhongir Mirtalipov?

Through Jakhongir's website, www.dreamlifewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7003156): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.dreamlifewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.