# Jake Elm

> Jake Elm is a fee-only financial advisor at Dentist Advisors in Salt Lake City, Utah, who holds the CFP credential. Jake charges an ongoing planning fee and focuses on tax planning, student loans and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jake-elm/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Dentist Advisors
- **Based in:** Salt Lake City, Utah
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $504.0M across 2,798 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Student loans, Estate & legacy planning, Small business owners
- **CRD:** 7199936 (https://adviserinfo.sec.gov/individual/summary/7199936)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 65 (2019)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://www.dentistadvisors.com/

## Frequently asked questions

### Is Jake Elm a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and Dentist Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jake charge for financial advice?

Jake charges an ongoing planning fee.

### Does Jake work with clients virtually?

Yes. Dentist Advisors says on its website that it works with clients remotely.

### Where is Jake Elm based?

Jake Elm is based in Salt Lake City, Utah.

### What does Jake specialize in?

Jake's specialties include tax planning, student loans, estate & legacy planning and small business owners.

### What credentials does Jake Elm hold?

Jake Elm holds the CFP credential.

### Is Jake Elm registered with the SEC?

Yes. Jake Elm is registered as an investment adviser representative in TX and UT (CRD 7199936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dentist Advisors manage?

Dentist Advisors reports $504.0M across 2,798 accounts in assets under management.

### How do I contact Jake Elm?

Through Jake's website, www.dentistadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7199936): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://dentistadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.