Trevor Johnson
Dream Weaver Financial Planning · Richmond, Illinois
Trevor Johnson is a fee-only financial advisor at Dream Weaver Financial Planning in Richmond, Illinois. Trevor focuses on retirement planning, family wealth transfer and tax planning. Dream Weaver Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Dream Weaver Financial Planning |
|---|---|
| Based in | Richmond, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $2.3M across 27 accounts |
| SEC registration | Investment adviser representative in IL · CRD 4912466 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dwfinancialplanning.com |
| Profile |
How Trevor's firm compares
- Dream Weaver Financial Planning's average account is about $84,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Trevor
Is Trevor Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and Dream Weaver Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trevor charge for financial advice?
Trevor's firm, Dream Weaver Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Trevor Johnson based?
Trevor Johnson is based in Richmond, Illinois.
What does Trevor specialize in?
Trevor's specialties include retirement planning, family wealth transfer, tax planning and estate & legacy planning. Trevor works with pre-retirees and retirees.
Is Trevor Johnson registered with the SEC?
Yes. Trevor Johnson is registered as an investment adviser representative in IL (CRD 4912466), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dream Weaver Financial Planning manage?
Dream Weaver Financial Planning reports $2.3M across 27 accounts in assets under management.
How do I contact Trevor Johnson?
Through Trevor's website, www.dwfinancialplanning.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 Weaver Financial Planning 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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