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.
Dave Ramsey Isn’t Talking to You – Episode 301
Dave Ramsey, the well-known author and personal finance guru, wants people to get out of debt as fast as possible....
Do Dave Ramsey’s “Baby Steps” Apply to Dentists?
In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the steps Dentists can take for their...
The Dentist Money™ Show Celebrates 300 Episodes – Episode 300
What has been your favorite episode? Find out if it was one of our most downloaded podcasts. In our first...
Why Story-First Marketing Attracts New Patients – Episode 299
People love stories. Stories are engaging and relatable. Is there a story you could tell about your practice that would...
5 Retirement Costs You’re Probably Overlooking
This E-Guide Will Show You: Some of the expenses that can catch people off guard in retirement How you can...
7 Mistakes Dentists Make that Ruin Retirement – Episode 298
Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a...
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 |