A complete list of active advisors currently associated with Dream Weaver Financial Planning LLC

Warmer can help you find a great advisor at Dream Weaver Financial Planning LLC or one who fits your needs even better.

Dream Weaver Financial Planning LLC is a registered investment adviser founded in 2024 that serves individual and high‑net‑worth clients. The firm’s sole advisor provides discretionary asset management alongside full financial planning and topic‑specific consulting engagements. The firm combines fundamental analysis and Modern Portfolio Theory to construct customized portfolios aligned with each client’s goals, time horizon, and risk tolerance, and it manages accounts on a discretionary basis with quarterly reviews. Clients can impose written investment restrictions and the firm does not impose an account minimum for advisory relationships. Distinctive features include the firm’s small scale and ownership structure — it is 100% owned by the Johnson Family Living Trust and reported roughly $2.27 million in assets under management across nine clients as of year‑end 2025. Operational choices that differ from many peers include recommending custodians such as Charles Schwab or Altruist, acknowledging receipt of certain custodial research/soft‑dollar benefits, not aggregating trades, and not voting client proxies.

To learn more about the advisors currently working at Dream Weaver Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Trevor Johnson	Richmond, IL	2

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