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Financial advisors for dentists

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.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • J. Scott Kittrell Modera Wealth Management, LLC, New York Holds the CFP, CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
  • Jessica Smith Vitality Wealth, Meridian Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
  • Douglas Augenthaler Palumbo Wealth Management, Great Neck Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
  • Donald DeMuth Mighty Oak Strong America Investment Company, Mechanicsburg Holds the CFA and CPA. Fees on file: percentage of assets, hourly.
  • Tripp Yates Eaglestrong Financial, Memphis Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
  • Carter Michaelson illumiFI Wealth, Blaine Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.

Questions about financial advisors for dentists

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?

All 75 advisors

Financial advisors for dentists: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Alan Rhode Modern Wealth Blue Bell CFP, RLP, CPWA Percentage of assets
Marcus Miller Mainstay Capital LLC Lakeland CFP Ongoing planning fee, Percentage of assets
Jessica Smith Vitality Wealth Meridian CFP, CPA, MAcc Percentage of assets, Ongoing planning fee
John West Spraker West Wealth Management, Inc. Winter Park CFP, MBA Percentage of assets, Hourly
Helen Ngo Capital Benchmark Partners, LLC Atlanta CFP Percentage of assets, Hourly
J. Scott Kittrell Modera Wealth Management, LLC New York CFP, CFA, ACA, EA Percentage of assets, Flat fee or retainer
Eric Hollen Open Window Financial Solutions, Ltd. Reno CFP, MD Percentage of assets, Hourly
Tripp Yates Eaglestrong Financial Memphis CFP, CPA/PFS, CPA, PFS Percentage of assets, Fixed fees
Loyd Burleson Financial Freedom for Dentists LLC Snoqualmie CFP, MS Percentage of assets, Fixed fees
Donald DeMuth Mighty Oak Strong America Investment Company Mechanicsburg CFA, CHBC, CPA/PFS, MBA Percentage of assets, Hourly
Robert Hamilton Integrity Investment Advisors Fort Collins CFP Percentage of assets
Ryan Fisher DentVest Wealth Management Fort Wayne CFP Ongoing planning fee
Carter Michaelson illumiFI Wealth Blaine CFP Percentage of assets, Ongoing planning fee
Dustin Javier Defined Capital Oak Brook CFP Percentage of assets, Ongoing planning fee
Douglas Augenthaler Palumbo Wealth Management Great Neck CFP, CFA Percentage of assets, Fixed fees
Andres Romero E2E Financial Atlanta CFP, ChFC Ongoing planning fee
Andrew Crone Yahara Wealth Management Madison CFP Percentage of assets, Hourly
Erich Imphong Plotkin Financial Advisors Marriottsville CFP Percentage of assets, Hourly
Jake Elm Dentist Advisors Salt Lake City CFP Ongoing planning fee
Leonard Barry Yahara Wealth Management Madison CFP Percentage of assets, Hourly
Mark Adams The DBS Companies Bloomington CFP Percentage of assets, Hourly
Matthew Mulcock Dentist Advisors Salt Lake City CFP Ongoing planning fee
Mawuena Takyi Asempa Wealth Advisors Baton Rouge CFP Percentage of assets
Philip Maravilla PracticeCFO San Diego CFP Percentage of assets, Fixed fees
Reese Harper Dentist Advisors Salt Lake City CFP, ChFC Ongoing planning fee
Sean Griffeth Dentist Advisors Salt Lake City CFP Ongoing planning fee
Taylor Sutterfield Dentist Advisors Salt Lake City CFP Ongoing planning fee
Theodore Schumann The DBS Companies Bay City CFP Percentage of assets, Hourly
Wesley Read PracticeCFO San Diego CFP Percentage of assets, Fixed fees
Bradley Kucharo Kucharo Wealth Charlotte CFP Percentage of assets, Fixed fees
Danielle Brown Buttonwood Financial Group Kansas City CFP Percentage of assets, Hourly
Dustin Irish Irish Capital Olathe Not listed Percentage of assets
Mitchell Gasbarro Buttonwood Financial Group Kansas City CFP Percentage of assets, Hourly
Rachael Graf Buttonwood Financial Group Kansas City CFP Percentage of assets, Hourly
Todd Moerman Integrity Investment Advisors Fort Collins Not listed Percentage of assets
Brandon Hobson PracticeCFO San Diego CFA Percentage of assets, Fixed fees
Joseph Rugger Bridge To Wealth Corinth Not listed Percentage of assets, Ongoing planning fee
Nina Shaw The DBS Companies Mendham CFA Percentage of assets, Hourly
Rabih Dimachki Dentist Advisors Salt Lake City CFA Ongoing planning fee
Ian McGinnis Dental Wealth Partners Jackson Not listed Percentage of assets, Hourly
Igor Tsukerman Eureka Wealth Solutions New York Not listed Percentage of assets
Peter Dizdar Palumbo Wealth Management Great Neck Not listed Percentage of assets, Fixed fees
Stephen Engel Palumbo Wealth Management Great Neck Not listed Percentage of assets, Fixed fees
Andrew Northcutt PracticeCFO Pflugerville Not listed Percentage of assets, Fixed fees
Caleb Rich PracticeCFO Swansboro Not listed Percentage of assets, Fixed fees
Cameron Smith PracticeCFO San Diego Not listed Percentage of assets, Fixed fees
Canyon Burton-Murphy Asempa Wealth Advisors Baton Rouge Not listed Percentage of assets
Drew Phillips PracticeCFO San Diego Not listed Percentage of assets, Fixed fees
Gregory Forsythe Forsythe Wealth Management Crown Point CFA Percentage of assets, Hourly
Jeffrey Brink The DBS Companies Bay City Not listed Percentage of assets, Hourly
Jonathan Potter PracticeCFO Saratoga Springs Not listed Percentage of assets, Fixed fees
Justin Read PracticeCFO San Diego Not listed Percentage of assets, Fixed fees
Lauren Kearl Dentist Advisors Salt Lake City Not listed Ongoing planning fee
Paul Lipcius PracticeCFO San Diego Not listed Percentage of assets, Fixed fees
Randy Lundy PracticeCFO Seattle Not listed Percentage of assets, Fixed fees
Regan Duperon The DBS Companies Bay City Not listed Percentage of assets, Hourly
William Gochnour Dentist Advisors Salt Lake City Not listed Ongoing planning fee
Zaheer Poptani Asempa Wealth Advisors Baton Rouge Not listed Percentage of assets
Brandon Cruz Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Brynn Albers Northbridge Financial Group Tampa Not listed Percentage of assets, Hourly
Carlos Carriedo Samaniego Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Fionn Allen Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Jon McGraw Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Kaden Ludlow Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Matthew Ravenscroft Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Mia Vazquez Northbridge Financial Group Tampa Not listed Percentage of assets, Hourly
Remington Conte Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Timothy Bock Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Vincent Pastorino Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Benjamin Sartin The Planners Fort Collins Not listed Flat fee or retainer, Ongoing planning fee
Erik Sartin The Planners Fort Collins Not listed Flat fee or retainer, Ongoing planning fee
Maria Shanley The Planners Fort Collins Not listed Flat fee or retainer, Ongoing planning fee
Matthew Hudgins Mosaic Wealth Management Atlanta CFA Percentage of assets, Fixed fees
Robert Arnold Grayton Beach Capital Miami CFA Percentage of assets, Hourly
Ryan Forsythe Forsythe Wealth Management Crown Point Not listed Percentage of assets, Hourly

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