Listen to THE DENTIST MONEY™ SHOW podcast
Listen to THE DENTIST MONEY™ SHOW podcast
Financial Planning & Investment Management for Dentists
Dentist Advisors is a fee-only, fiduciary advisor, focused exclusively on dentists.
Personal CFO Service
We organize everything in your financial life and run point on your wealth strategy
Transparent, fee-only pricing
Objective, fiduciary advice
Dental-specific financial coaching
Long term investment strategy
Service Features
Elements® Comprehensive
Planning System
- Monthly planning calendar
- Personal dashboard
- Retirement progress tracking
Investment
Management
- Broad diversification
- Low-cost fund selection
- Tax efficient trading
Service Models and Pricing
Associate
For aspiring practice owners and career associates
$195 $0-195 / Month
+ AUM fee &
$1,500 for initial plan*
$1,500 for initial plan*
Practice Owner
For small to medium-sized practice owners
$495 $0-495 / Month
+ AUM fee &
$2,500 for initial plan*
$2,500 for initial plan*
Advanced Owner
For large or multi-location practice owners
$695 $0-695 / Month
+ AUM Fee &
$3,500 for initial plan*
$3,500 for initial plan*
Dental Enterprise
For enterprise level dental entrepreneurs
Custom Monthly Fee
+ AUM Fee &
$5,000 for initial plan*
$5,000 for initial plan*
Explore Our Most Popular
Educational Library Content
Get dental-specific financial insights from our collection of podcasts, articles, videos, and eGuides.
Dental Finance 101: Compound Interest, the 8th Wonder of the World
By Dentist Advisors
Here in Utah, we love our mountains. During the summer, we love biking along the Wasatch Crest and boating in...
A Social Media Master Shares His Secrets – Episode 197
Why every dentist (including you) can become a social media influencer. In an episode that could be described as “everything...
Is the “Tax Tail” Wagging Your Investment Dog? – Episode 196
You can’t avoid them, but you can lower, reduce, and defer taxes. Here’s how. Taxes annoy dentists. They bother most...
Your Monthly Regimen for Good Financial Health – Episode 195
What do beer, toothpaste, and 6-month checkups have in common? How often do you examine some of the important things...
Dental Finance 101: The 10% Savings Rate Myth
By Dentist Advisors
We’re beneficiaries of an incredibly diverse and rich economy. And that’s a good thing. Today traveling to far-away destinations is...
Money Tips from the Founder of Dental Investment Group – Episode 194
How much does the founder of the Dental Investment Group think you should pay for financial advice? What happens when...