Lamar Watson
Dream Financial Planning LLC · Reston, Virginia
Lamar Watson is a fee-only financial advisor at Dream Financial Planning LLC in Reston, Virginia, who holds the CFP credential. Lamar charges an ongoing planning fee and a one-time planning fee (ongoing planning from $4,500 a year and one-time plans from $650).
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Who they serve
- Early-career professionals
- Pre-retirees
Facts
| Firm | Dream Financial Planning LLC |
|---|---|
| Based in | Reston, Virginia |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $4,500 a year · One-time plans from $650 |
| Assets under management | $5.2M across 44 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 4929035 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | dreamfinancialplanning.com |
| Profile |
How Lamar's firm compares
- Ongoing planning starts at $4,500 a year, in line with the Virginia median of $4,992 for fee-only firms that publish prices.
- A one-time plan starts at $650, below the Virginia median of $1,500 for fee-only firms that publish prices.
- Dream Financial Planning LLC's average account is about $118,000, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Lamar
Is Lamar Watson a fee-only financial advisor?
Yes. Lamar Watson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lamar's firm.
How does Lamar charge for financial advice?
Lamar charges an ongoing planning fee and a one-time planning fee.
How much does Lamar charge?
According to Dream Financial Planning LLC's website, checked October 28, 2026: ongoing planning from $4,500 a year; one-time plans from $650.
Where is Lamar Watson based?
Lamar Watson is based in Reston, Virginia.
What credentials does Lamar Watson hold?
Lamar Watson holds the CFP credential.
Is Lamar Watson registered with the SEC?
Yes. Lamar Watson is registered as an investment adviser representative in TX and VA (CRD 4929035), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Dream Financial Planning LLC manage?
Dream Financial Planning LLC reports $5.2M across 44 accounts in assets under management.
How do I contact Lamar Watson?
Through Lamar's website, dreamfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Dream Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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