Dream Financial Planning LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 20 individual clients.
- Its average account is about $118,000 (assets it manages divided by its 44 accounts).
- Its ongoing planning fee starts at $4,500 a year, in line with the Virginia median of $4,992.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Reston, Virginia |
|---|---|
| Website | dreamfinancialplanning.com |
| [email protected] | |
| Phone | (571) 910-1440 |
Questions about Dream Financial Planning LLC
How much does Dream Financial Planning LLC charge?
Dream Financial Planning LLC publishes these prices: ongoing planning: from $4,500 a year; one-time plan: from $650. We found this on its website, checked October 28, 2026.
How is Dream Financial Planning LLC paid?
Dream Financial Planning LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Dream Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Dream Financial Planning LLC.
What is the average account at Dream Financial Planning LLC?
Dream Financial Planning LLC's average account is about $118,000. That's the assets on its Form ADV divided by its 44 accounts.
Dream Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,500 a year |
|---|---|
| One-time plan | From $650 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"$375 ongoing monthly subscription" source
"$650 initial fee" source
"$375 ongoing monthly subscription" source
"Signed Stephanie up for ongoing financial planning for a $650 initial fee and $375 ongoing monthly subscription" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 20 |
| Accounts managed | 44 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 304086 |