Dream Lake Financial LLC fees and pricing
Financial planner in Saukville, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Dream Lake Financial LLC charges a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$3,000
“Fixed fee rates range from $500 to $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dream Lake Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly in advance ranging from $100 to $500.”
How Dream Lake Financial LLC’s fees compare
- Its flat or project fee of $500-$3,000 is below the Wisconsin median of $3,000. 26% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
About Dream Lake Financial LLC
“We offer Investment Management, Financial Planning and Tax Preparation Services.”
- Principal: Matthew Dunham
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- 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
- 1% a year
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,838,294
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329789
- Phone
- (262) 323-6221
Other planners in Wisconsin that publish fees
- 401K Investment ProfessionalsWaunakee$250/hr
- 808 InvestmentsEllsworth$200-$500/mo
- A-Team AdvisorsMedford$500/hr
- Adler FinancialOregon$175/hr
- Advisors Management Group IncLa Crosse$500
- Alliance Wealth Management Milwaukee, Inc.Milwaukee$150-$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.