Dream Weaver Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,269,697
Total clients
9
11% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$252,189
About
Dream Weaver Financial Planning LLC is a registered investment adviser founded in 2024 that serves individual and high‑net‑worth clients. The firm’s sole advisor provides discretionary asset management alongside full financial planning and topic‑specific consulting engagements.
The firm combines fundamental analysis and Modern Portfolio Theory to construct customized portfolios aligned with each client’s goals, time horizon, and risk tolerance, and it manages accounts on a discretionary basis with quarterly reviews. Clients can impose written investment restrictions and the firm does not impose an account minimum for advisory relationships.
Distinctive features include the firm’s small scale and ownership structure — it is 100% owned by the Johnson Family Living Trust and reported roughly $2.27 million in assets under management across nine clients as of year‑end 2025. Operational choices that differ from many peers include recommending custodians such as Charles Schwab or Altruist, acknowledging receipt of certain custodial research/soft‑dollar benefits, not aggregating trades, and not voting client proxies.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Tax-loss harvesting
Wealth management
Fee options
$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
Main office location
Dream Weaver Financial Planning LLC
Richmond IL, United States
Number of offices
1
Most active in
Dream Weaver Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
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
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