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.
Our Answers to “9 Questions to Ask a Financial Advisor” – Episode 214
We told listeners about nine good questions to ask any financial advisor. You told us to answer them! On a...
A Simple Marketing Secret You Need to Know – Episode 213
What are the things that really make your practice stand out to prospective patients? On this episode of the Dentist...
Monthly Financial Elements® – Taxes (Tr)
Join Ryan Isaac, for a discussion about Taxes (Tr), one of the key Elements® of an optimized financial plan.
Why There’s More to ROI Than You Think – Episode 212
How should a holistic financial advisor answer the question “What are your returns?” “What are your returns?” It’s one of...
How Charitable Giving Improves Your Financial Health – Episode 211
Charitable giving helps those who receive, but what does it do for those who give? Is there a correlation between...
5 Attributes of Wealthy Dentists
By Reese Harper, CFP® , CEO of Dentist Advisors
I spend most of my time helping dentists grow their wealth as they plan for their futures. But when I...
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 |