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 & 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.
What Dentists Want to Know — Listener Q&A #18 – Episode 259
This year has underscored the need for emergency cash. But how much is enough? How much is too much? On...
How Will the Economics of 2020 Affect Your Taxes? – Episode 258
What you need to know about PPP, HHS, and EIDL federal support when it comes to your taxes. On this...
Why Uncertainty May Be Your Startup Opportunity – Episode 257
A startup practice may be the ideal way of making your ownership dreams attainable. On this episode of the Dentist...
What History Says About Elections and Markets – Episode 256
The stock market usually does this after an election—no matter who wins. An election, COVID, protests, uncertainty—on this episode of...
What Dentists Want to Know — Listener Q&A #17 – Episode 255
How are portfolios diversified and why should they be rebalanced periodically? On this listener Q&A episode of the Dentist Money™...
Do Your Favorite Song Lyrics Lead to Mo’ Money or Mo’ Problems? – Episode 254
Does the music you listen to influence your attitude towards money for good … or bad? What do Kurt Rambus,...
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 |