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
Associate
For aspiring practice owners and career associates
Investment fee +
$195 $0-195 / Month
+ $1,500 for initial plan*
Practice Owner
For small to medium-sized practice owners
Investment fee +
$495 $0-495 / Month
+ $2,500 for initial plan*
Advanced Owner
For large or multi-location practice owners
Investment Fee +
$695 $0-695 / Month
+ $3,500 for initial plan*
Dental Enterprise
For enterprise level dental entrepreneurs
Investment Fee +
Custom Monthly Fee
+ $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.
How to Put on a “Happy Face” and Really Mean It – Episode 218
Improving the passion you bring to the office may change your world. On this episode of the Dentist Money™ Show,...
Dental Finance 101: Your Growing Practice Needs Access to Cash
Your Growing Practice Needs Access to Cash If you look back at the advice I’ve given over the years, you’ll...
The Pros and Cons of Dental Partnerships – Episode 217
The potential cons of a dental partnership may seem obvious. But the pros may surprise you. On this episode of...
How to Connect Your Profits to a Higher Purpose – Episode 216
Do you have a passion for what you’re building that extends beyond just profits? On this episode of the Dentist...
Monthly Financial Elements® – Liquidity (Lt)
Join Ryan Isaac, for a discussion about Liquid Term (Lt), one of the key Elements® of an optimized financial plan.
Personal CFO Fee Schedule
Investment Fee for
Personal CFO Service
For Associate, Practice Owner, Advanced Owner, and Dental Enterprise services
| 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 |