RIA Intel›Advisers›Massachusetts›DREAMFIELD PLANNING GROUP, LLC

DREAMFIELD PLANNING GROUP, LLC

Advisory

BRAINTREE, MA

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in MA

#1,448

of 1,590 advisers by AUM

Average account

$221K

across 44 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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VALUE FINANCIAL SERVICES CORP.

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