# Financial advisors for dentists > Look for a fee-only advisor who already works with dentists and knows practice ownership. Buying a practice, student debt, and disability insurance are decisions most generalists rarely see. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Jessica Smith of Vitality Wealth and Douglas Augenthaler of Palumbo Wealth Management. Page: https://find.wellspent.co/by/financial-advisors-for-dentists/ 75 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for dentists? Look for a fee-only advisor who already works with dentists and knows practice ownership. Buying a practice, student debt, and disability insurance are decisions most generalists rarely see. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Jessica Smith of Vitality Wealth and Douglas Augenthaler of Palumbo Wealth Management. ## How many fee-only advisors for dentists are there in the US? The Wellspent public graph lists 75 fee-only advisors for dentists in the US, from every advisor record that fits. ## How does Wellspent decide who counts as fee-only advisors for dentists? We count an advisor here when their firm's website says it works with dentists. It's what the firm says about itself, so ask how much of its work this is. ## What should I ask fee-only advisors for dentists in the US? How many dentists do you work with? Have you helped clients buy or sell a practice? How do you evaluate disability insurance? Do you earn anything from insurance? ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Alan Rhode](https://find.wellspent.co/advisors/alan-rhode.md) | Modern Wealth | Blue Bell, Pennsylvania | CFP, RLP, CPWA | Percentage of assets | | [Marcus Miller](https://find.wellspent.co/advisors/marcus-miller.md) | Mainstay Capital LLC | Lakeland, Florida | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Jessica Smith](https://find.wellspent.co/advisors/jessica-smith.md) | Vitality Wealth | Meridian, Idaho | CFP, CPA, MAcc | Percentage of assets, Ongoing planning fee | | [John West](https://find.wellspent.co/advisors/john-west.md) | Spraker West Wealth Management, Inc. | Winter Park, Florida | CFP, MBA | Percentage of assets, Hourly, One-time planning fee | | [Helen Ngo](https://find.wellspent.co/advisors/helen-ngo.md) | Capital Benchmark Partners, LLC | Atlanta, Georgia | CFP | Percentage of assets, Hourly | | [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell.md) | Modera Wealth Management, LLC | New York, New York | CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP, BS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Eric Hollen](https://find.wellspent.co/advisors/eric-hollen.md) | Open Window Financial Solutions, Ltd. | Reno, Nevada | CFP, MD | Percentage of assets, Hourly, One-time planning fee | | [Tripp Yates](https://find.wellspent.co/advisors/tripp-yates.md) | Eaglestrong Financial | Memphis, Tennessee | CFP, CPA/PFS, CPA, PFS | Percentage of assets, Fixed fees | | [Loyd Burleson](https://find.wellspent.co/advisors/loyd-burleson.md) | Financial Freedom for Dentists LLC | Snoqualmie, Washington | CFP, MS | Percentage of assets, Fixed fees | | [Donald DeMuth](https://find.wellspent.co/advisors/donald-demuth.md) | Mighty Oak Strong America Investment Company | Mechanicsburg, Pennsylvania | CFA, CHBC, CPA/PFS, MBA | Percentage of assets, Hourly | | [Robert Hamilton](https://find.wellspent.co/advisors/robert-hamilton-6331348.md) | Integrity Investment Advisors | Fort Collins, Colorado | CFP | Percentage of assets | | [Ryan Fisher](https://find.wellspent.co/advisors/ryan-fisher.md) | DentVest Wealth Management | Fort Wayne, Indiana | CFP | Ongoing planning fee | | [Carter Michaelson](https://find.wellspent.co/advisors/carter-michaelson.md) | illumiFI Wealth | Blaine, Minnesota | CFP | Percentage of assets, Ongoing planning fee | | [Dustin Javier](https://find.wellspent.co/advisors/dustin-javier.md) | Defined Capital | Oak Brook, Illinois | CFP | Percentage of assets, Ongoing planning fee | | [Douglas Augenthaler](https://find.wellspent.co/advisors/douglas-augenthaler.md) | Palumbo Wealth Management | Great Neck, New York | CFP, CFA | Percentage of assets, Fixed fees | | [Andres Romero](https://find.wellspent.co/advisors/andres-romero.md) | E2E Financial | Atlanta, Georgia | CFP, ChFC | Ongoing planning fee | | [Andrew Crone](https://find.wellspent.co/advisors/andrew-crone.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Erich Imphong](https://find.wellspent.co/advisors/erich-imphong.md) | Plotkin Financial Advisors | Marriottsville, Maryland | CFP | Percentage of assets, Hourly | | [Jake Elm](https://find.wellspent.co/advisors/jake-elm.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee | | [Leonard Barry](https://find.wellspent.co/advisors/leonard-barry.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Adams](https://find.wellspent.co/advisors/mark-adams.md) | The DBS Companies | Bloomington, Indiana | CFP | Percentage of assets, Hourly | | [Matthew Mulcock](https://find.wellspent.co/advisors/matthew-mulcock.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee | | [Mawuena Takyi](https://find.wellspent.co/advisors/mawuena-takyi.md) | Asempa Wealth Advisors | Baton Rouge, Louisiana | CFP | Percentage of assets | | [Philip Maravilla](https://find.wellspent.co/advisors/philip-maravilla.md) | PracticeCFO | San Diego, California | CFP | Percentage of assets, Fixed fees | | [Reese Harper](https://find.wellspent.co/advisors/reese-harper.md) | Dentist Advisors | Salt Lake City, Utah | CFP, ChFC | Ongoing planning fee | | [Sean Griffeth](https://find.wellspent.co/advisors/sean-griffeth.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee | | [Taylor Sutterfield](https://find.wellspent.co/advisors/taylor-sutterfield.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee | | [Theodore Schumann](https://find.wellspent.co/advisors/theodore-schumann.md) | The DBS Companies | Bay City, Michigan | CFP | Percentage of assets, Hourly | | [Wesley Read](https://find.wellspent.co/advisors/wesley-read.md) | PracticeCFO | San Diego, California | CFP | Percentage of assets, Fixed fees | | [Bradley Kucharo](https://find.wellspent.co/advisors/bradley-kucharo.md) | Kucharo Wealth | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees | | [Danielle Brown](https://find.wellspent.co/advisors/danielle-brown.md) | Buttonwood Financial Group | Kansas City, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Dustin Irish](https://find.wellspent.co/advisors/dustin-irish.md) | Irish Capital | Olathe, Kansas | | Percentage of assets | | [Mitchell Gasbarro](https://find.wellspent.co/advisors/mitchell-gasbarro.md) | Buttonwood Financial Group | Kansas City, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Rachael Graf](https://find.wellspent.co/advisors/rachael-graf.md) | Buttonwood Financial Group | Kansas City, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Todd Moerman](https://find.wellspent.co/advisors/todd-moerman.md) | Integrity Investment Advisors | Fort Collins, Colorado | | Percentage of assets | | [Brandon Hobson](https://find.wellspent.co/advisors/brandon-hobson.md) | PracticeCFO | San Diego, California | CFA | Percentage of assets, Fixed fees | | [Joseph Rugger](https://find.wellspent.co/advisors/joseph-rugger.md) | Bridge To Wealth | Corinth, Texas | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Nina Shaw](https://find.wellspent.co/advisors/nina-shaw.md) | The DBS Companies | Mendham, New Jersey | CFA | Percentage of assets, Hourly | | [Rabih Dimachki](https://find.wellspent.co/advisors/rabih-dimachki.md) | Dentist Advisors | Salt Lake City, Utah | CFA | Ongoing planning fee | | [Ian McGinnis](https://find.wellspent.co/advisors/ian-mcginnis.md) | Dental Wealth Partners | Jackson, Mississippi | | Percentage of assets, Hourly, Fixed fees | | [Igor Tsukerman](https://find.wellspent.co/advisors/igor-tsukerman.md) | Eureka Wealth Solutions | New York, New York | | Percentage of assets | | [Peter Dizdar](https://find.wellspent.co/advisors/peter-dizdar.md) | Palumbo Wealth Management | Great Neck, New York | | Percentage of assets, Fixed fees | | [Stephen Engel](https://find.wellspent.co/advisors/stephen-engel.md) | Palumbo Wealth Management | Great Neck, New York | | Percentage of assets, Fixed fees | | [Andrew Northcutt](https://find.wellspent.co/advisors/andrew-northcutt.md) | PracticeCFO | Pflugerville, Texas | | Percentage of assets, Fixed fees | | [Caleb Rich](https://find.wellspent.co/advisors/caleb-rich.md) | PracticeCFO | Swansboro, North Carolina | | Percentage of assets, Fixed fees | | [Cameron Smith](https://find.wellspent.co/advisors/cameron-smith-8165363.md) | PracticeCFO | San Diego, California | | Percentage of assets, Fixed fees | | [Canyon Burton-Murphy](https://find.wellspent.co/advisors/canyon-burton-murphy.md) | Asempa Wealth Advisors | Baton Rouge, Louisiana | | Percentage of assets | | [Drew Phillips](https://find.wellspent.co/advisors/drew-phillips.md) | PracticeCFO | San Diego, California | | Percentage of assets, Fixed fees | | [Gregory Forsythe](https://find.wellspent.co/advisors/gregory-forsythe.md) | Forsythe Wealth Management | Crown Point, Indiana | CFA | Percentage of assets, Hourly | | [Jeffrey Brink](https://find.wellspent.co/advisors/jeffrey-brink.md) | The DBS Companies | Bay City, Michigan | | Percentage of assets, Hourly | | [Jonathan Potter](https://find.wellspent.co/advisors/jonathan-potter.md) | PracticeCFO | Saratoga Springs, Utah | | Percentage of assets, Fixed fees | | [Justin Read](https://find.wellspent.co/advisors/justin-read.md) | PracticeCFO | San Diego, California | | Percentage of assets, Fixed fees | | [Lauren Kearl](https://find.wellspent.co/advisors/lauren-kearl.md) | Dentist Advisors | Salt Lake City, Utah | | Ongoing planning fee | | [Paul Lipcius](https://find.wellspent.co/advisors/paul-lipcius.md) | PracticeCFO | San Diego, California | | Percentage of assets, Fixed fees | | [Randy Lundy](https://find.wellspent.co/advisors/randy-lundy.md) | PracticeCFO | Seattle, Washington | | Percentage of assets, Fixed fees | | [Regan Duperon](https://find.wellspent.co/advisors/regan-duperon.md) | The DBS Companies | Bay City, Michigan | | Percentage of assets, Hourly | | [William Gochnour](https://find.wellspent.co/advisors/william-gochnour.md) | Dentist Advisors | Salt Lake City, Utah | | Ongoing planning fee | | [Zaheer Poptani](https://find.wellspent.co/advisors/zaheer-poptani.md) | Asempa Wealth Advisors | Baton Rouge, Louisiana | | Percentage of assets | | [Brandon Cruz](https://find.wellspent.co/advisors/brandon-cruz.md) | Adaptive Wealth Engineering | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Brynn Albers](https://find.wellspent.co/advisors/brynn-albers.md) | Northbridge Financial Group | Tampa, Florida | | Percentage of assets, Hourly, Fixed fees | | [Carlos Carriedo Samaniego](https://find.wellspent.co/advisors/carlos-carriedo-samaniego.md) | Buttonwood Financial Group | Kansas City, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Fionn Allen](https://find.wellspent.co/advisors/fionn-allen.md) | Adaptive Wealth Engineering | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Jon McGraw](https://find.wellspent.co/advisors/jon-mcgraw.md) | Buttonwood Financial Group | Kansas City, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Kaden Ludlow](https://find.wellspent.co/advisors/kaden-ludlow.md) | Buttonwood Financial Group | Kansas City, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Matthew Ravenscroft](https://find.wellspent.co/advisors/matthew-ravenscroft.md) | Adaptive Wealth Engineering | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Mia Vazquez](https://find.wellspent.co/advisors/mia-vazquez.md) | Northbridge Financial Group | Tampa, Florida | | Percentage of assets, Hourly, Fixed fees | | [Remington Conte](https://find.wellspent.co/advisors/remington-conte.md) | Adaptive Wealth Engineering | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Timothy Bock](https://find.wellspent.co/advisors/timothy-bock.md) | Adaptive Wealth Engineering | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Vincent Pastorino](https://find.wellspent.co/advisors/vincent-pastorino.md) | Buttonwood Financial Group | Kansas City, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Benjamin Sartin](https://find.wellspent.co/advisors/benjamin-sartin.md) | The Planners | Fort Collins, Colorado | | Flat fee or retainer, Ongoing planning fee | | [Erik Sartin](https://find.wellspent.co/advisors/erik-sartin.md) | The Planners | Fort Collins, Colorado | | Flat fee or retainer, Ongoing planning fee | | [Maria Shanley](https://find.wellspent.co/advisors/maria-shanley.md) | The Planners | Fort Collins, Colorado | | Flat fee or retainer, Ongoing planning fee | | [Matthew Hudgins](https://find.wellspent.co/advisors/matthew-hudgins.md) | Mosaic Wealth Management | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees | | [Robert Arnold](https://find.wellspent.co/advisors/robert-arnold-5033318.md) | Grayton Beach Capital | Miami, Florida | CFA | Percentage of assets, Hourly | | [Ryan Forsythe](https://find.wellspent.co/advisors/ryan-forsythe.md) | Forsythe Wealth Management | Crown Point, Indiana | | Percentage of assets, Hourly | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).