Dream Weaver Financial Planning LLC fees and pricing

Financial planner in Richmond, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 14, 2026, Dream Weaver Financial Planning LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “AND CONSULTING DWFP charges $250 per hour based on complexity and unique Client needs for financial planning.”

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

“Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“The Client must consent in advance to direct debiting of their investment account.  Check – to be remitted by Client to DWFP Fees for financial plans will be billed:  Deducted from a non-qualified account managed by DWFP.”

Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 9
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $2,269,697
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 332199
Website: dwfinancialplanning.com (opens in new tab)
Phone: (779) 403-9312

Is something on this page wrong or out of date?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.