Dreamvision Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“The Advisor’s hourly fee will be billed at a rate that will range from between $200 to $500 per hour and will be negotiated and agreed upon by the parties in advance.”

Flat or project fee

$2,500⁠-⁠$20,000

“DreamVision Capital will charge a fixed fee for financial planning services in the range of $2,500 to $20,000 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.”

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

How Dreamvision Capital bills

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

• “The program sponsor will add DreamVision Capital’s investment advisory fee (described below in Item 5) and will deduct the overall fee from the client account on a monthly or quarterly basis, in advance or in arrears.”
• “Investment Advisory Fees Pursuant to an investment advisory contract signed by each client, the client will pay DreamVision Capital an annual management fee, payable monthly or quarterly, in advance or in arrears.”
• “New account fees will be prorated from the inception of the account to the end of the first billing period.”

How Dreamvision Capital’s fees compare

• Its hourly rate of $200-$500 spans the Indiana median of $250. 80% of the 119 other Indiana planners that publish an hourly rate charge less.
• 21 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$20,000 spans the Indiana median of $5,000. 88% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 16 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About Dreamvision Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 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

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and security ratings or pricing

Assets managed

$14,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332409

Website

dreamvisionwealth.com (opens in new tab)

Phone

(317) 930-1570

Other planners in Indianapolis that publish fees

• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr

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