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DREAM FINANCIAL PLANNING
DREAM FINANCIAL PLANNING LLC
CRD 304086
205 VAN BUREN ST, SUITE 120, HERNDON, VA, 20170, United States
Phone
(571) 910-1440
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.2M
Discretionary AUM
$5.2M
Team
1 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $2.9M |
All web addresses on file
Official SEC filing: View on IAPD