Jakhongir Mirtalipov
Dream Life Wealth Management · Charlotte, North Carolina
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Languages | Russian |
| Accepting new clients | Yes |
| Assets under management | $5.3M across 48 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 7003156 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dreamlifewealth.com |
| Profile |
How Jakhongir's firm compares
- Ongoing planning starts at $4,500 a year, in line with the North Carolina median of $4,500 for fee-only firms that publish prices.
- Dream Life Wealth Management's average account is about $111,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Jakhongir
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Dream Life Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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