Listen to THE DENTIST MONEY™ SHOW podcast
Listen to THE DENTIST MONEY™ SHOW podcast
Financial Planning & Investment Management for Dentists
Dentist Advisors is a commission-free, fiduciary advisor, focused exclusively on dentists.
Personal Financial Planning Service
We organize everything in your financial life and run point on your wealth strategy
Commission-free pricing
Objective, fiduciary advice
Dental-specific financial coaching
Long term investment strategy
Service Features
Associate & Basic Owner
For associates and small, early-career practice owners
Investment fee +
$195 $0-195 / Month
Practice Owner
For established practice owners
Investment fee +
$495 $0-495 / Month
Advanced Owner
For large or multi-location practice owners
Investment Fee +
$795 $0-795 / Month
Explore Our Most Popular
Educational Library Content
Get dental-specific financial insights from our collection of podcasts, articles, videos, and eGuides.
4 Unsexy Truths of Comprehensive Financial Planning – Episode 279
When it Makes Sense to Buy Your Practice Location – Episode 278
The Top 5 Mistakes Practice Owners Make – Episode 277
How to Hire and Develop Your Dental Practice A-Team
What’s Your Real Income? Here’s Why Most Dentists Get It Wrong. – Episode 276
Should You Listen to an Advisor Who Earns Less Than You? – Episode 275
Fee Schedule
Investment Fee
Investment Balance | Annual Fee | |
---|---|---|
First $1M | $0 - $1M | 1.5% |
Next $1M | $1M - $2M | 1.0% |
Next $1M | $2M - $3M | 0.75% |
Above $3M | 0.5% |
The cost of planning will be offset by a monthly fee until your investment fee covers the cost of our planning service. See monthly fee reduction schedule below.
Investment Balance | Monthly Fee Reduction |
---|---|
$500k | -$100 |
$750k | -$200 |
$1M | -$300 |
$1.25M | -$400 |
$1.5M | -$500 |
$1.75M | -$600 |
$2M | -$700 |
$2.25 | -$795 |