Pricing – Dream Builder Wealth

Concierge Programs

Choose Your Wealth-Building Plan

Our Concierge Programs bundle multiple services at a discount. The more you bundle, the more you save.

Starter

For individuals getting started

$97/mo

Credit analysis & monitoring
1 round of credit disputes per month
Personal tax return preparation
Quarterly financial check-in
Multilingual support

Get Started

Builder

For families building wealth

$197/mo

Everything in Starter
Unlimited credit disputes
Personal + business tax returns
Mortgage pre-approval assistance
Homebuyer readiness coaching
Monthly strategy sessions
Priority scheduling

Start Building

Concierge

Full-service wealth management

$397/mo

Everything in Builder
Dedicated wealth advisor
Business formation & credit building
Investment property analysis
Year-round tax planning & optimization
Bookkeeping & payroll setup
VIP access to partner network
Same-day response guarantee

Go Concierge

A La Carte

Individual Service Pricing

Need just one service? No problem. Here are our individual rates.

📋 Tax Services

Personal Tax Return (W-2 simple): $150
Personal Tax Return (1099/complex): $250–$400
Business Tax Return (LLC/S-Corp): $500–$1,200
ITIN Application (W-7): $200
Bookkeeping (monthly): $200–$500
Payroll Processing (monthly): $150–$350

📊 Credit Services

Credit Analysis: FREE
Credit Repair (monthly): $99–$149/mo
Credit Building Program: $199 setup + $49/mo
Tradeline Addition: $250–$600 per line
Credit Monitoring: $29/mo

💼 Business Services

LLC Formation: $299 + state fees
Corporation (S-Corp/C-Corp): $499 + state fees
EIN Registration: $99
Business Plan: $500–$1,500
Business Credit Building: $299 setup + $99/mo
Business Funding Consultation: FREE

🏠 Real Estate & Mortgage

Buyer Representation: FREE (seller pays commission)
Seller Listing: Competitive commission rate
Investor CMA Report: $99 (waived with transaction)
Mortgage Pre-Approval: FREE
Loan Origination: Per lender guidelines
Investment Portfolio Review: FREE consultation

Bundle & Save Up to 30%

When you combine multiple services — tax + credit + mortgage, for example — you unlock significant savings plus seamless coordination between teams. Ask about our custom bundles.

Build Your Custom Bundle

Our Guarantee

We stand behind our work with a satisfaction guarantee. If you’re not happy with our service within the first 30 days, we will work to make it right or refund your fees — no questions asked.

30-day satisfaction guarantee
No long-term contracts — cancel anytime
Transparent pricing — no hidden fees ever
Free initial consultation on all services

🛡️

Transparent Pricing