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 |
|---|---|---|
Richmond, IL
| 1
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")