Advisor at Dream Weaver Financial Planning LLC
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Firm
Dream Weaver Financial Planning LLC
Location
Richmond, IL
Credentials
Series 65
Industry experience
1 year
Trevor Johnson is a financial advisor at Dream Weaver Financial Planning LLC in Richmond, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at Discover Financial Services from 2013 to 2018 and was involved with the organization I Am! I Can! for five years. Dream Weaver Financial Planning LLC serves individual and high-net-worth clients, offering discretionary asset management, comprehensive financial planning, and consulting. The firm uses fundamental analysis combined with Modern Portfolio Theory to create customized portfolios and manages accounts on a discretionary basis with quarterly reviews.
Based on Dream Weaver Financial Planning LLC
Based on Dream Weaver Financial Planning LLC
$0 - $3,000,000: 1.00% annually $3,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01 - $10,000,000: 0.50% annually $10,000,000.01+: 0.25% annually
$250 per hour for financial planning
Fee-only: $250 per hour for financial planning services
Richmond, IL
Illinois
Dream Weaver Financial Planning
2024 - Present (2 years)
Stay At Home Parent
2023 - 2024 (1 year)
I Am! I Can!
2018 - 2023 (5 years)
Discover Financial Services
2013 - 2018 (5 years)
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