Matthew Mulcock
Dentist Advisors · Salt Lake City, Utah
Matthew Mulcock is a fee-only financial advisor at Dentist Advisors in Salt Lake City, Utah, who holds the CFP credential. Matthew 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 6185404 |
| Exams passed | Series 63 (2013) · Series 66 (2015) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.dentistadvisors.com |
| Profile |
How Matthew'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 Matthew
Is Matthew Mulcock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew charges an ongoing planning fee.
Does Matthew work with clients virtually?
Yes. Dentist Advisors says on its website that it works with clients remotely.
Where is Matthew Mulcock based?
Matthew Mulcock is based in Salt Lake City, Utah.
What does Matthew specialize in?
Matthew's specialties include tax planning, student loans, estate & legacy planning and small business owners.
What credentials does Matthew Mulcock hold?
Matthew Mulcock holds the CFP credential.
Is Matthew Mulcock registered with the SEC?
Yes. Matthew Mulcock is registered as an investment adviser representative in TX and UT (CRD 6185404), 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 Matthew Mulcock?
Through Matthew'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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