Reese Harper
Dentist Advisors · Salt Lake City, Utah
Reese Harper is a fee-only financial advisor at Dentist Advisors in Salt Lake City, Utah, who holds the CFP and ChFC credentials. Reese 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 · ChFC |
| SEC registration | Investment adviser representative in UT · CRD 4907910 |
| Exams passed | Series 63 (2005) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.dentistadvisors.com |
| Profile |
How Reese'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 Reese
Is Reese Harper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Reese 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 Reese charge for financial advice?
Reese charges an ongoing planning fee.
Does Reese work with clients virtually?
Yes. Dentist Advisors says on its website that it works with clients remotely.
Where is Reese Harper based?
Reese Harper is based in Salt Lake City, Utah.
What does Reese specialize in?
Reese's specialties include tax planning, student loans, estate & legacy planning and small business owners.
What credentials does Reese Harper hold?
Reese Harper holds the CFP and ChFC credentials.
Is Reese Harper registered with the SEC?
Yes. Reese Harper is registered as an investment adviser representative in UT (CRD 4907910), 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 Reese Harper?
Through Reese'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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