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.
Are You Smart? Or Did You Just Get Lucky? – Episode 205
“Pure luck.” “The luck of the Irish.” “Some people have all the luck.” Does the idea of “luck” really play...
Scary Tales of a Dentist’s Financial Troubles – Episode 204
Things that may frighten you about finances … and the things that should really scare you. On a Halloween edition...
Here’s How to Control Your Spending Without Budgeting – Episode 203
What do Hurricane Iniki, wild chicken, and your spending have in common? A recent trip has Ryan pondering hurricanes, wild...
Tax Savings Strategies for the New Tax Code – Episode 202
Does the new tax law mean you need a new tax strategy? On this episode of the Dentist Money™ Show,...
Monthly Financial Elements® – Financial Independence (Tt)
Join Ryan Isaac, for a discussion about Financial Independence (Tt), one of the key Elements® of an optimized financial plan.
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 |