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.
Is Your Advisor a Data Nerd or Just Taking Your Word? – Episode 238
There are many ways to deliver financial advice. So how can you know you’re getting advice that’s right for you? ...
The Stress Test: How Enduring Volatile Markets Leads to Success – Episode 237
Find out what it takes to keep your poise during turbulent times. Investors are tense, the public seems restless. Where...
The Marketing “Don’ts” that are Killing Your Practice? – Episode 236
The point of marketing is to gain new business. Is that what’s happening for you? On this episode of the...
What Dentists Want to Know — Listener Q&A #15 – Episode 235
How should you construct your portfolio to protect yourself for the future? On this episode of the Dentist Money™ Show,...
How to Determine if Your Retirement Goals Are on Track – Episode 234
Here’s what you need to do today to retire happily tomorrow. On this episode of the Dentist Money™ Show, Reese...
Monthly Financial Elements® Webinar – Real Estate (Rt)
Join Ryan Isaac for a discussion about Real Estate (Rt), one of the key Elements® of an optimized holistic financial...
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 |