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.
The Laws of Liquidity – Episode 280
On this episode of the Dentist Money™ Show, Ryan and Matt discuss how pivotal liquidity is to a good financial...
4 Unsexy Truths of Comprehensive Financial Planning – Episode 279
When you need to make tough money decisions, it’s critical that you have your financial house in order. On this...
How Much Cash You Should Hold Onto Right Now
Join Ryan Isaac & Matt Mulcock as they discuss the importance of liquidity for dentists and give guidance on how...
When it Makes Sense to Buy Your Practice Location – Episode 278
Owning your practice location is a good investment only if it helps maximize your business. On this episode of the...
The Top 5 Mistakes Practice Owners Make – Episode 277
Don’t let these five mistakes keep you from owning a practice you love. On this episode of the Dentist Money™...
How to Hire and Develop Your Dental Practice A-Team
In this webinar, Ryan Isaac, CFP® hosts Keira Dent from Dental A-Team, as they discuss how to hire and develop...
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 |