Matt Hodges
Dreamfield Planning Group, LLC · Milton, Massachusetts
Matt Hodges is a fee-only financial advisor at Dreamfield Planning Group, LLC in Milton, Massachusetts, who holds the CFP and CFA credentials. Dreamfield Planning Group, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Dreamfield Planning Group, LLC |
|---|---|
| Based in | Milton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.7M across 44 accounts |
| Credentials | CFP · CFA |
| Firm size | 1 employee |
| Website | dreamplanning.com |
How Matt's firm compares
- Dreamfield Planning Group, LLC's average account is about $221,000, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Matt
Is Matt Hodges a fee-only financial advisor?
Yes. Matt Hodges is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Matt charge for financial advice?
Matt's firm, Dreamfield Planning Group, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matt Hodges based?
Matt Hodges is based in Milton, Massachusetts.
What credentials does Matt Hodges hold?
Matt Hodges holds the CFP and CFA credentials.
How much does Dreamfield Planning Group, LLC manage?
Dreamfield Planning Group, LLC reports $9.7M across 44 accounts in assets under management.
How do I contact Matt Hodges?
Through Matt's website, dreamplanning.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
- 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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