How does the advisor help clients – Key Takeaways:
DREAMFIELD PLANNING GROUP, LLC is a reputable financial planning group known for its expertise in helping clients achieve their financial goals. With years of experience in the industry, they have developed strategies and solutions that are personalized to suit each client’s unique needs and preferences. Their team of financial experts are dedicated to providing top-notch services and advice, making them a trusted partner for individuals and businesses looking to secure their financial future.
Facts and Insights
As of the end of 2019, DREAMFIELD PLANNING GROUP, LLC has over $500 million in assets under management (AUM), with a team of 20 dedicated advisors. The company has been in the market for 15 years, establishing a strong track record and earning the trust of their clients. This speaks to their consistency and expertise in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | AUM (in millions) | Number of Advisors |
|---|---|---|
| 2019 | $500 | 20 |
| 2018 | $470 | 18 |
| 2017 | $420 | 17 |
Financial Services Offered
DREAMFIELD PLANNING GROUP, LLC offers a wide range of financial services to help their clients achieve their financial goals and secure their future. Some of their key services include retirement planning, investment management, estate planning, tax planning, and risk management. They also provide financial education and counseling to help clients make informed and strategic financial decisions.
Client Types
The company primarily caters to individual clients and small businesses. Their expertise and personalized approach make them a preferred choice for clients with diverse financial needs and backgrounds. They also serve high-net-worth individuals, providing customized solutions to manage their wealth and investments.
Fees & Compensation
DREAMFIELD PLANNING GROUP, LLC operates on a fee-based compensation structure, which means their fees are tied to the client’s assets under management. This ensures that their interests are aligned with their clients and they are focused on achieving the best results for them. They are transparent about their fees and only charge what has been agreed upon with the client in advance.
Background
DREAMFIELD PLANNING GROUP, LLC was founded in 2004 by a team of experienced financial advisors. From the start, their mission has been to provide comprehensive and reliable financial planning services to clients of all backgrounds. With their strong values and commitment to excellence, they have emerged as a leading financial planning group in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, DREAMFIELD PLANNING GROUP, LLC is required to disclose any potential conflicts of interest to their clients. They are committed to providing transparent and full disclosure of any information that may impact their client’s investments. Clients can find all necessary disclosures on the company’s website or by speaking directly with their financial advisor.