How does the advisor help clients – Key Takeaways:
DENTIST ADVISORS is a financial advisory firm that specializes in serving the unique needs of dentists. They provide customized financial planning and investment management services to help their clients achieve their long-term financial goals.
Facts and Insights
According to publicly available data, DENTIST ADVISORS has $2.4 billion in assets under management, with a team of 52 advisors. The firm has been in business for 16 years, since its founding in 2003.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.4 billion | 52 | 16 years |
Financial Services Offered
DENTIST ADVISORS offers a range of financial services to their clients, including:
- Financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning
Client Types
The firm primarily works with dentists, including both practice owners and associates. They also serve other healthcare professionals and high net worth individuals.
Fees & Compensation
DENTIST ADVISORS is a fee-only firm, which means they are compensated solely based on the fees their clients pay for their services. They do not receive commissions or other forms of compensation, ensuring that their recommendations are always in their clients’ best interests.
Background
DENTIST ADVISORS was founded in 2003 by a financial advisor and a dentist. They recognized the unique financial challenges that dentists face and wanted to create a firm that catered specifically to their needs. Today, the firm continues to be led by a team of financial advisors, many of whom are also dentists themselves.
Financial Advisor Disclosures to Know
As a registered investment advisor, DENTIST ADVISORS has a fiduciary duty to act in their clients’ best interests. They are also required to disclose any conflicts of interest that may arise in their client relationships. Clients can access their Form ADV, which provides information on the firm’s services, fees, and potential conflicts of interest.