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
Associate & Basic Owner
For associates and small, early-career practice owners
Investment fee +
$195 $0-195 / Month
Practice Owner
For established practice owners
Investment fee +
$495 $0-495 / Month
Advanced Owner
For large or multi-location practice owners
Investment Fee +
$795 $0-795 / Month
Explore Our Most Popular
Educational Library Content
Get dental-specific financial insights from our collection of podcasts, articles, videos, and eGuides.
A Warren Buffett Investment Secret You Can Mimic – Episode 267
Is there an IRS ruling on COVID funding you should know about?
Advice Dentists Want vs Advice Dentists Need – Episode 266
How Much Insurance Does a Dentist Need?
Two Powerful Tips to Help You Reach Your Financial Resolutions – Episode 265
Personal CFO Fee Schedule
Investment Fee for
Personal CFO Service
For Associate & New Owner, Practice Owner, and Advanced Owner 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 |
$2.25 | -$795 |