Dream Bigger Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$299

“Student Loan Strategy Session (One-Time Engagement) A one-time Student Loan Strategy Session is available for a fixed fee of $299, billed at the conclusion of the engagement.”

Monthly fee

$100⁠-⁠$700/mo

“Attending Physicians: o $600 per month for an individual o $700 per month for a couple or family o An additional $100 per month may apply for clients with 1099 income due to increased planning complexity”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Dream Bigger Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is a flat percentage and may be negotiable at the advisor’s discretion in certain cases.”
• “Accounts opened or closed during a quarter will be billed a prorated fee based on the number of days the account was under management.”
• “Because fees are billed in arrears, no refund is required if an account is terminated. 13 Financial Planning Fees Ongoing Concierge Financial Planning Fees are billed monthly in arrears through a secure third-party payment processor.”

How Dream Bigger Financial, LLC’s fees compare

• Its flat or project fee of $299 is below the Wisconsin median of $3,000. 1% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• None of the 6 other planners in Milwaukee that publish a flat or project fee charge less.

About Dream Bigger Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323117

Website

instagram.com/dreambiggerfinancial (opens in new tab)

Phone

(414) 369-2249

Other planners in Milwaukee that publish fees

• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/hr
• Allison & Company Financial Counselors, LLCMilwaukee$375⁠-⁠$500/hr
• Hilltop Financial AdvisorsMilwaukee$250/hr, $2,000⁠-⁠$4,000
• Korbitz Financial Planning LLCMilwaukee$460/hr
• Milborn Advisors, LTDMilwaukee$1,000⁠-⁠$10,000
• Prepared Financial PlanningMilwaukee$400/hr, $2,000⁠-⁠$20,000

Compare all 18 planners in Milwaukee