# Dreamfield Planning Group, LLC

> Dreamfield Planning Group, LLC is a state-registered investment advisory firm in Braintree, MA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 316550
- Filed as: DREAMFIELD PLANNING GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Braintree, MA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316550
- AdvisorCensus page: https://advisorcensus.com/firm/dreamfield-planning-group-llc-braintree-ma-316550

## Quick answers

**How is Dreamfield Planning Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dreamfield Planning Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Dreamfield Planning Group, LLC located?**
Dreamfield Planning Group, LLC's principal office is in Braintree, MA, according to its Form ADV.

**Is Dreamfield Planning Group, LLC registered with the SEC or a state?**
Dreamfield Planning Group, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 316550.

**How much does Dreamfield Planning Group, LLC manage?**
Dreamfield Planning Group, LLC reports $9,726,109 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does Dreamfield Planning Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (3).

**Does Dreamfield Planning Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316550

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,726,109
- Discretionary: $9,726,109
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,732,725 |
| High net worth individuals | 9 | $7,993,384 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dreamplanning.com
- Facebook facebook.com
- LinkedIn @matthewrhodges
- YouTube @UCPd90CKBlRjApjcaOukNaxg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dreamfield Planning Group, LLC (CRD 316550): Form ADV filing data as of October 2026.