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 & 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 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,...
How the Practice Whisperer Became a Top 1% Owner – Episode 253
You learned great skills in dental school; unfortunately you probably didn’t learn how to run a small business. On this...
Practice Equity: Why is it so hard for dentists to calculate their income?
All financial tracking starts with income as you can’t set firm goals or make action plans unless you know how...
Why Dentists Underestimate Their Income, and Why that Matters – Episode 252
It fuels your entire life—so why do so many dentists not know what their income is? “How much money do...
Do investment behaviors affect wealth accumulation?
In this video clip, Ryan Isaac and Matt Mulcock discuss how controlling your own investment behavior has a greater effect...
4 Financial Signals that Can Distract You from Accumulating Wealth – Episode 251
Are you confident you’re following the right financial indicators on your road to retirement? On this episode of the Dentist...
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 |