Lamar Watson is a CFP-designated registered investment advisor at Dream Financial Planning, based in Herndon, VA, with 20 years of industry experience. Lamar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 20 clients with $5.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.50% |
| $300K - $600K | 1.00% |
| $600K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees for accounts over $5,000,000 are negotiable.
Fee Estimator
Location
205 Van Buren St, Suite 120, Herndon, VA, 20170
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dream Financial Planning
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Ferris, Baker Watts Incorporated
Ferris, Baker Watts IncorporatedBroker
State Registrations4 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
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