Matthew Hodges is a CFA, CFP-designated registered investment advisor at Dreamfield Planning Group, LLC, based in Braintree, MA, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dreamfield Planning Group provides investment management services at no additional fee to clients who also receive financial planning services. The firm does not offer investment management as a standalone service.
Contact
Matthew Hodges
Location
140 Wood Road, Suite 400E, Braintree, MA, 02184
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the founder of Teach Me Info, LLC, an educational platform focused on financial literacy. He spends about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Dreamfield Planning Group, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Delphinus Financial Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams