DREAMFIELD PLANNING GROUP, LLC

DREAMFIELD PLANNING GROUP, LLC of BRAINTREE, MA is an SEC-registered investment adviser (CRD 316550). Regulatory assets under management: $9.7M.

Registration

• CRD: 316550
• Type: Registered investment adviser
• Location: 140 WOOD ROAD, BRAINTREE, MA, 02184
• Phone: 617-313-7545
• Latest filing: 2026-03-30
• Regulatory AUM: $9.7M
• Discretionary AUM: $9.7M
• 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 316550 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search