Firm
Dream Lake Financial
Saukville, Wisconsin
Fee-only
Dream Lake Financial at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 7 individual clients.
- Its average account is about $116,000 (assets it manages divided by its 33 accounts).
- Its ongoing planning fee starts at $3,600 a year, above the Wisconsin median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Saukville, Wisconsin |
|---|---|
| Website | dreamlakefinancial.com |
| Phone | (262) 323-6221 |
Dream Lake Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee · Percentage of assets |
In the firm's words
"A flat dollar fee of $3600 per year ($300 per month, paid monthly)" source
"A flat dollar fee of $3600 per year ($300 per month, paid monthly)" source
"A flat dollar fee of $3600 per year ($300 per month, paid monthly)" source
"Fee can be deducted quarterly directly from your investment account under management through Charles Schwab." 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 · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 7 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 329789 |