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 +
$295 $0-295 / 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.
How to Fight Off Common Money Distractions – Episode 294
With so many things to worry about as you build your career, do you have trouble living in the moment?...
I Bought Permanent Life Insurance, Now What? – Episode 293
Is buying permanent life insurance a permanent mistake? On this episode of the Dentist Money™ Show, Ryan and Matt look...
Strategies to Use for Kids Savings – Episode 292
There are many demands that are placed on your money. Should saving for your children’s future be one of them?...
This We Believe: 10 Financial Principles for Dentists – Episode 291
On this episode of the Dentist Money™ Show, Ryan and Matt discuss core financial truths they feel can lead to...
How Concerned Should You Be About Inflation? – Podcast Episode 290
On this episode of the Dentist Money™ Show, Ryan and Matt take a hard look at inflation. They define it;...
How Dentists Can Simplify Their HIPAA Compliance
In this webinar, Matt Mulcock, CFP® hosts Danielle McKinley, the HIPAA Chick. Together they how dentists can simplify HIPAA compliance...
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 |