Lauren Kearl
Dentist Advisors · Salt Lake City, Utah
Lauren Kearl is a fee-only financial advisor at Dentist Advisors in Salt Lake City, Utah. Lauren 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 |
| SEC registration | Investment adviser representative in UT · CRD 7832657 |
| Exams passed | Series 65 (2023) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.dentistadvisors.com |
How Lauren'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 Lauren
Is Lauren Kearl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauren 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 Lauren charge for financial advice?
Lauren charges an ongoing planning fee.
Does Lauren work with clients virtually?
Yes. Dentist Advisors says on its website that it works with clients remotely.
Where is Lauren Kearl based?
Lauren Kearl is based in Salt Lake City, Utah.
What does Lauren specialize in?
Lauren's specialties include tax planning, student loans, estate & legacy planning and small business owners.
Is Lauren Kearl registered with the SEC?
Yes. Lauren Kearl is registered as an investment adviser representative in UT (CRD 7832657), 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 Lauren Kearl?
Through Lauren'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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