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
Associate & New Owner
For associates and early-career practice owners
Investment fee +
$195 $0-195 / Month
+$495 for initial strategy*
Practice Owner
For established practice owners
Investment fee +
$495 $0-495 / Month
+ $1,995 for initial strategy*
Advanced Owner
For large or multi-location practice owners
Investment Fee +
$795 $0-795 / Month
+$2,995 for initial strategy*
Explore Our Most Popular
Educational Library Content
Get dental-specific financial insights from our collection of podcasts, articles, videos, and eGuides.
Why Are Process and Benchmarking Important to Financial Planning?
In this podcast, Reese Harper and Ryan Isaac look at how benchmarks can strengthen a financial plan. How do you...
Isn’t Income the Sole Driver of Net Worth?
In this podcast, Reese Harper and Ryan Isaac talk about the importance of performance indicators, while also observing how those...
Want to Get Stronger Financially? Use These Benchmarks. – Episode 242
Benchmarks are a positive way to get you financially motivated and keep you going. On this episode of the Dentist...
These Changes May Be Coming to Your Student Loan Debt – Episode 241
With so much talk about student loan debt, what does the future hold? On this episode of the Dentist Money™...
Is Your Approach to Debt Like a Super Bowl QB Smoking at Halftime? – Episode 240
You’re a dentist and here’s why that makes debt different for you. On this episode of the Dentist Money™ Show...
Why does real estate feel safer than the stock market?
In this podcast, Reese Harper and Ryan Isaac discuss the volatility of assets like real estate and the stock market....
Personal CFO Fee Schedule
Investment Fee for
Personal CFO Service
For Associate & New Owner, Practice Owner, and Advanced Owner 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 |
| $2.25 | -$795 |