Ian McGinnis
Dental Wealth Partners · Jackson, Mississippi
Ian McGinnis is a fee-only financial advisor at Dental Wealth Partners in Jackson, Mississippi. Ian focuses on physicians & residents, retirement planning and tax planning. Dental Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Founders
- High earners
Facts
| Firm | Dental Wealth Partners |
|---|---|
| Based in | Jackson, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $26.8M across 294 accounts |
| SEC registration | Investment adviser representative in LA, MS · CRD 6935227 |
| Exams passed | Series 63 (2020) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | dentistfinancialplanning.com |
| Profile |
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Questions about Ian
Is Ian McGinnis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Dental Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian's firm, Dental Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ian McGinnis based?
Ian McGinnis is based in Jackson, Mississippi.
What does Ian specialize in?
Ian's specialties include physicians & residents, retirement planning, tax planning, small business owners and founders (pre-exit). Ian works with physicians, founders and high earners.
Is Ian McGinnis registered with the SEC?
Yes. Ian McGinnis is registered as an investment adviser representative in LA and MS (CRD 6935227), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dental Wealth Partners manage?
Dental Wealth Partners reports $26.8M across 294 accounts in assets under management.
How do I contact Ian McGinnis?
Through Ian's website, dentistfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Dental Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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