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.
Financial Planning & Investing for Early Career Dentists Course
Supplement your clinical training with the financial education you need to make smart financial decisions.
Don’t Let Social Distance Keep You from Building Your Practice – Episode 224
Learn how to create opportunities for your practice during turbulent times On this episode of the Dentist Money™ Show, Ryan...
Graduating Dental School During the COVID-19 Pandemic?
Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.
Monthly Financial Elements® – Savings (Sr)
Join Ryan Isaac in a discussion about finding the right balance between preparation and living well today.
Mindset Shift During Crisis with Kiera Dent from The Dental A-Team
Facebook Live Recording: Join Ryan Isaac, CFP®, and co-host of the Dentist Money™ Show podcast and Kiera Dent from The...
When should I start buying stocks during a volatile market downturn?
Facebook Live Recording: On their “Hot Tip of the Day” Reese Harper and Ryan Isaac discuss earthquakes, market volatility, pauses...
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 |