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
AUM fee +
$195 $0-195 / Month
+ $1,500 for initial plan*
Practice Owner
For small to medium-sized practice owners
AUM fee +
$495 $0-495 / Month
+ $2,500 for initial plan*
Advanced Owner
For large or multi-location practice owners
AUM Fee +
$695 $0-695 / Month
+ $3,500 for initial plan*
Dental Enterprise
For enterprise level dental entrepreneurs
AUM 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.
Does Process Beat Persistence? – Episode 209
Why do good processes always beat persistence and good intentions? In this episode of the Dentist Money™ Show, Reese and...
Every Dentist Faces These 3 Risks – Episode 208
Worried about making a decision you’ll regret? These tips will help you think more rationally. Understanding how your personality affects...
How to Turn Your Employees into Teammates – Episode 207
How do you eliminate negative influences that can be part of almost any team? Trying to create an exceptional team—one...
The Missing Piece to Your Financial Health
By Reese Harper, CFP® , CEO of Dentist Advisors
Business owners often struggle with what psychologists refer to as “CEO Disease”—a gradual loss of self-awareness. It’s when your growing...
Monthly Financial Elements® – Insurance (Ir)
Join Ryan Isaac, for a discussion about Insurance (Ir), one of the key Elements® of an optimized financial plan.
5 “Musts” Before Buying a Practice – Episode 206
Practice transactions can be tricky. Here’s why you want an expert on your side throughout the process. On this episode...
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 |