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
Associate & New Owner
For associates and 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.
Do These 3 Things to Reboot Your Team post-COVID – Episode 244
For many practices, coming back from COVID has been hard. Learn how your team can innovate to overcome the new...
Dental Finance 101: You’re a Dentist First, Do What You Do Best
You’re a busy dentist who has put a decade and several hundred thousand dollars or more into schooling. And many...
Monthly Financial Elements® Webinar – Practice (Pt)
Join Ryan Isaac for a discussion about Practice Term (Pt), one of the key Elements® of an optimized holistic financial...
Can You Out-Earn Your Bad Spending Habits?
Is it time to put an end to your bad spending habits? In this podcast, Reese Harper and Ryan Isaac...
What comes first? Spending or Saving?
In this podcast, Reese Harper and Ryan Isaac explain why establishing a healthy, automated savings rate can ease budgeting worries....
This is Why You Can’t Out-Earn Your Bad Spending Habits – Episode 243
If you never examine how you spend money, there’s really no reason to make a financial plan. On this episode...
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 |