Dreamfield Planning Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,726,109
Total clients
12
75% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$810,509
About
Dreamfield Planning Group is a small, Massachusetts-registered independent investment adviser that provides comprehensive wealth management and financial planning to individual and high-net-worth clients. The firm combines ongoing, holistic financial planning with discretionary investment management and also offers limited-scope, hourly planning engagements.
DPG’s investment approach is grounded in Modern Portfolio Theory and primarily employs passive, asset-class exposures using index mutual funds and ETFs, with low-turnover, tax-conscious implementation. The firm routinely uses third-party managers and TAMPs for portfolio implementation — including GeoWealth as a disclosed sub‑advisor that manages model portfolios on a discretionary basis — and typically provides investment management only as part of its integrated planning service rather than as a standalone offering.
Noteworthy aspects include the formal sub‑advisor relationship with GeoWealth (recently reflected in the firm’s ADV amendments), an arrangement that is uncommon for similarly sized independent advisers. The firm also manages a very small number of client relationships and discloses an outside business activity by the principal related to financial education, both of which are unusual operational features for a firm of this scale.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Long-term care insurance
Wealth management
Passive / index investing
Fee options
Limited-Scope Financial Planning engagements at $375 per hour
Minimum fee: Standard fee of $8,500 per year for Wealth Management Services, paid quarterly or monthly in advance
Main office location
Dreamfield Planning Group, LLC
140 Wood Road, Suite 400 E
Braintree MA 02184, United States
Number of offices
2
Most active in
Dreamfield Planning Group, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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