Firm
DreamWork Financial Group
Birmingham, Alabama
Fee-only
DreamWork Financial Group at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 55 individual clients, 12 of them high net worth.
- Its average account is about $244,000 (assets it manages divided by its 55 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Birmingham, Alabama |
|---|---|
| Website | dreamwork.financial |
| [email protected] | |
| Phone | (205) 379-1049 |
DreamWork Financial Group 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 $360 a year |
|---|---|
| Asset-based fee | 0.5% to 1% a year |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"For just 0.5% of AUM, or $29.99 per month*" source
"For just 0.5% of AUM, or $29.99 per month*" source
"All of this for just 1.0% of AUM or $39.99 per month*." source
"open to all investors, regardless of their account balance" 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 | $13 million |
| Individual clients | 43 |
| High-net-worth clients | 12 |
| Accounts managed | 55 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 175336 |