DREAM FINANCIAL PLANNING

DREAM FINANCIAL PLANNING of HERNDON, VA is an SEC-registered investment adviser (CRD 304086). Regulatory assets under management: $5.2M.

Registration

• CRD: 304086
• Type: Registered investment adviser
• Location: 205 VAN BUREN ST, HERNDON, VA, 20170
• Phone: (571) 910-1440
• Latest filing: 2026-03-31
• Regulatory AUM: $5.2M
• Discretionary AUM: $5.2M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304086 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search