Dreamfield Planning Group, LLC fees and pricing

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.

Hourly rate

$375/hr

“Limited-Scope Financial Planning engagements are offered at the rate of $375 per hour.”

Annual fee

$8,500/yr

“The standard fee for Wealth Management Services is $8,500 per year.”

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

How Dreamfield Planning Group, LLC bills

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

• “Clients who engaged with DPG prior to April 2025 may be billed under a different fee schedule.”
• “This fee is paid quarterly (or monthly, if preferred) and is collected in advance.”
• “The fee is negotiable at the Advisor’s discretion.”

How Dreamfield Planning Group, LLC’s fees compare

• Its hourly rate of $375 is above the Massachusetts median of $300. 75% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 2 of the 6 other planners in Braintree that publish an hourly rate charge less.
• Its annual fee of $8,500 is above the Massachusetts median of $8,250. 55% of the 62 other Massachusetts planners that publish an annual fee charge less.
• 1 of the 2 other planners in Braintree that publish an annual fee charge less.

About Dreamfield Planning Group, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

12

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$9,726,109

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316550

Website

dreamplanning.com (opens in new tab)

Phone

(617) 313-7545

Other planners in Braintree that publish fees

• Genesis Wealth Advisors, LLCBraintree$500⁠-⁠$5,000
• Kelly Financial Services LLCBraintree$125/qtr, $500/yr
• Little House Capital, LLCBraintree$400/hr, $1,000⁠-⁠$5,000
• MG Financial LLCBraintree$85⁠-⁠$850/hr
• Msa FinancialBraintree$100⁠-⁠$1,000/hr, $1,000⁠-⁠$5,000
• Najarian Financial LLCBraintree$100⁠-⁠$250/hr, $500⁠-⁠$2,000

Compare all 11 planners in Braintree