Listen to THE DENTIST MONEY™ SHOW podcast
Listen to THE DENTIST MONEY™ SHOW podcast
Financial Planning & Investment Management for Dentists
Dentist Advisors is a commission-free, fiduciary advisor, focused exclusively on dentists.
Personal Financial Planning Service
We organize everything in your financial life and run point on your wealth strategy
Commission-free 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 & Basic Owner
For associates and small, 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.
What I Wish I Knew When I Was 22 – Episode 272
Did the money mistakes of your youth bias how you think about investing today? On this episode of the Dentist...
Dental Finance 101: Every Investor Needs to Take Some Risk
By Dentist Advisors
There are only about 4,000 stocks on the entire U.S. stock market—a number that surprises most people because it seems...
4 Profitability Tips from a Dental Intel Executive – Episode 271
When it comes to increasing profits, what’s the lowest hanging fruit in your practice? On this episode of the Dentist...
3 Ways to Maximize the Value of Your Practice
In this webinar, Ryan Isaac, CFP® hosts Victoria Peterson, CEO of Productive Dentist Academy. Together they will explore how a...
“Listen to Your Heart” Good for Romance, Bad for Investments – Episode 270
Should you trust your “gut instinct” when it’s being manipulated by so many outside influences? On this episode of the...
Brush-up On Your Financial Fundamentals
Join Ryan Isaac & Matt Mulcock for a discussion about the financial basics every dentist should know and understand.
Fee Schedule
Investment Fee
| 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 |