Matthew Dunham
Dream Lake Financial · Saukville, Wisconsin
Matthew Dunham is a fee-only financial advisor at Dream Lake Financial in Saukville, Wisconsin. Matthew charges a flat fee or retainer, an ongoing planning fee and a percentage of assets (ongoing planning from $3,600 a year) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Dream Lake Financial |
|---|---|
| Based in | Saukville, Wisconsin |
| Fee model | Flat fee or retainer · Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $3,600 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $3.8M across 33 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7447381 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dreamlakefinancial.com |
| Profile |
How Matthew's firm compares
- Ongoing planning starts at $3,600 a year, above the Wisconsin median of $3,000 for fee-only firms that publish prices.
- Dream Lake Financial's average account is about $116,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Matthew
Is Matthew Dunham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Dream Lake Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew charges a flat fee or retainer, an ongoing planning fee and a percentage of assets.
How much does Matthew charge?
According to Dream Lake Financial's website, checked October 30, 2026: ongoing planning from $3,600 a year.
Does Matthew work with clients virtually?
Yes. Dream Lake Financial says on its website that it works with clients remotely.
Where is Matthew Dunham based?
Matthew Dunham is based in Saukville, Wisconsin.
What does Matthew specialize in?
Matthew's specialties include retirement planning and tax planning. Matthew works with pre-retirees.
Is Matthew Dunham registered with the SEC?
Yes. Matthew Dunham is registered as an investment adviser representative in WI (CRD 7447381), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dream Lake Financial manage?
Dream Lake Financial reports $3.8M across 33 accounts in assets under management.
How do I contact Matthew Dunham?
Through Matthew's website, www.dreamlakefinancial.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 Lake Financial 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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