DENTIST MONEY™ MEMBERSHIP AGREEMENT
By checking the box, I agree to sign up for the Dentist Money™ Membership with Aquire
Wealth Advisors, LLC d/b/a Dentist Advisors (“Dentist Advisors”).
Included Core Services
My Dentist Money Membership entitles me to receive the following materials and services:
On-demand training for AGD-approved CE credit
Member-only virtual “huddles”
Help desk support
The above-listed materials and services will be provided for informational purposes only. All
content is information of a general nature and does not address the circumstances of any
particular individual or entity. I understand that I have the sole responsibility of evaluating the
merits and risks associated with the use of any information before making any decisions based
on such information, and that in providing these materials and services to me, Dentist Advisors is
not providing legal, tax, investment or other advice.
Services Included Upon Request
In addition to the above-listed materials and services, as a Dentist Money™ Member, I am
entitled to receive, upon request, one Annual Financial Checkup per membership year (defined
below as a “Term” or a “Renewed Term”). As part of the Annual Financial Checkup process, I
will meet with a licensed investment adviser representative provided by and through Dentist
Advisors. I understand and acknowledge that the value and usefulness of the Annual Financial
Checkup will depend upon the accuracy and completeness of the information that I provide, and
upon my active participation in the relationship with Dentist Advisors. If I request an Annual
Financial Checkup, I agree to provide complete and accurate information and documents that
Dentist Advisors requests, in Dentist Advisors’ sole judgment, in order to provide the Annual
Financial Checkup services.
Dentist Advisors will use its best judgment and good faith efforts in rendering all services.
Although Dentist Advisors will consider tax implications in making recommendations, I
acknowledge that Dentist Advisors’ recommendations to me, if any, shall not constitute legal or
tax advice, analysis, or opinion.
I acknowledge that I retain final decision-making authority and responsibility for the
implementation of any recommendation or advice rendered to me by Dentist Advisors, and that I
am not required to implement any of the recommendations or otherwise conduct business
through Dentist Advisors. Dentist Advisors shall not be responsible for implementing,
monitoring, or updating any recommendations made under this Agreement unless a separate
agreement is entered into for that purpose.
This Agreement covers all Annual Financial Checkup sessions that may occur at any time under
the original Term of this Agreement or any Renewed Term. I am entitled to receive one Annual
Financial Checkup during the original Term, and one for each Renewed Term. The costs of all
Annual Financial Checkups that I may receive are covered by the annual membership fee, as
now or hereafter determined.
I understand that I must specifically request an Annual Financial Checkup in order to receive
one, and that Dentist Advisors is not obligated to provide any Annual Financial services unless I
so request and cooperate by providing the requested information. Furthermore, I acknowledge
that I must request the service during the Term or Renewed Term, as applicable, and that if I do
not request an Annual Financial Checkup during any Term or Renewed Term, my right to
receive it during that Term or Renewed term is extinguished, and I may not request the service in
any subsequent Term or Renewed Term.
Additional Services Available
My Dentist Money™ Membership also includes optional access to investment management
using Dentist Advisors’ investment models through Betterment’s robo-advisor platform. These
services are provided for an annual AUM (assets under management) fee of 0.50% and there is
no minimum asset requirement. I understand that, if/when I opt into investment management, I
will be required to sign a separate agreement for those services.
The “Term” of this Agreement is one year from the date of my enrollment as a Dentist Money
Member. This Agreement shall automatically renew for successive twelve-month periods on its
anniversary date (“Renewed Terms”) unless terminated by either party. This Agreement may not
be assigned without my consent. I agree that my consent may be obtained by my failure to object
to written notice of a proposed assignment.
Dentist Advisors does not require or solicit prepayment of more than $1,200 in fees per client,
six months or more in advance. Neither Dentist Advisors nor any related party receives sales-
related compensation under this Agreement.
I have received, read, and understands this Agreement, Dentist Advisors’ Firm Brochure (ADV
Part 2A), Brochure Supplement(s) (ADV Part 2B), Relationship Summary (ADV Part 3), and
By providing this Email Account, you and each joint or co-owner (all, the “Client”) consent to receive electronically from Dentist Advisors (“Advisor”) the Electronic Communications, subject to the TERMS AND CONDITIONS OF CONSENT TO ELECTRONIC DELIVERY here.