Dreamwork Financial Group fees and pricing

Financial planner in Birmingham, Alabama. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, Dreamwork Financial Group charges a monthly fee of $24 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $24/mo; “Due to the low fee structure DreamWork will charge all accounts a minimum of $24.99/month.”

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

“Clients may terminate the agreement without penalty for a full refund of DFG's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty for a full refund of DFG's fees within five business days of signing the Investment Advisory Contract.”
“These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2007 (19 years).

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: 55
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
Assets managed: $13,399,425
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 175336
Website: dreamwork.financial (opens in new tab)
Phone: (205) 379-1049

Can advise clients in 4 states: Alabama, Louisiana, South Carolina, Texas

Is something on this page wrong or out of date?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