Jake Elm
Dentist Advisors · Salt Lake City, Utah
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.
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Specialties
Facts
| Firm | Dentist Advisors |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $504.0M across 2,798 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 7199936 |
| Exams passed | Series 65 (2019) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.dentistadvisors.com |
How Jake's firm compares
- Dentist Advisors's average account is about $180,000, from its Form ADV (assets managed divided by 2,798 accounts).
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Questions about Jake
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.
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
- Dentist Advisors 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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