Dream Life Wealth Management LLC fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Dream Life Wealth Management LLC charges a flat or project fee of $300-$2,500 and an annual fee of $4,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $300-$2,500
“Fixed fee rates range between $300 to $2,500, depending on the complexity of the Client’s circumstances.”
- Annual fee
- $4,500/yr
“The minimum fee is $4,500 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dream Life Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and some fees may vary by Client for similar services.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Clients may also pay by electronic funds transfer (EFT) or check.”
How Dream Life Wealth Management LLC’s fees compare
- Its flat or project fee of $300-$2,500 is below the North Carolina median of $4,800. 14% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 1 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
- Its annual fee of $4,500 is below the North Carolina median of $6,000. 35% of the 49 other North Carolina planners that publish an annual fee charge less.
- 3 of the 11 other planners in Charlotte that publish an annual fee charge less.
About Dream Life Wealth Management LLC
“Although Dream Life Wealth Management was founded in 2025, Jakhongir Mirtalipov has been providing financial planning and investment advisory services since 2018 under various entities.”
- Principal: Jakhongir Mirtalipov
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement 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
- 1.25% a year
- Minimum
- $4,500 minimum fee (stated in brochure)
- Clients
- 24
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $5,311,531
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337311
- Phone
- (704) 803-5353
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
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.