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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- FoundationRidge +more
- Established Date
- 07-08-2019
- Office Locations
- 1
Office Locations
About Dream Financial Planning
Dream Financial Planning is an independent, fee-only fiduciary in Northern Virginia and an XY Planning Network member, serving young professionals (20s/30s), established families, and minority clients through flexible engagements—project “Ask Me Anything,” ongoing financial planning, and investment management. Portfolios follow a personalized IPS using globally diversified, tax-efficient, low-cost investments with ongoing monitoring and rebalancing, custodied at TD Ameritrade; tax prep is included for ongoing planning clients.
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Owner & Executives
LAMAR J WATSON
Chief Compliance Officer, Chief Executive Officer, Financial Planner
- CRD
- #4929035
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,718,792,509 | 27.2% |
| Corporate - Investment Grade | $1,276,456,202 | 20.2% |
| U.S. Government/Agency | $1,567,134,347 | 24.8% |
| Cash | $1,756,707,049 | 27.8% |
| Total | $6,319,090,107 | 100.0% |