Dentist Advisors

Dentist Advisors at a glance

• One of 107 fee-only firms based in Utah in the Wellspent graph.
• 8 advisors are listed here; 5 of 8 hold the CFP.
• Its Form ADV reports 24 employees and 752 individual clients, 167 of them high net worth.
• Its average account is about $180,000 (assets it manages divided by its 2,798 accounts).
• It works with clients virtually as well as in person.

Fee-only advisors in Utah · What fee-only advisors charge in Utah

Facts

Dentist Advisors fees

Dentist Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (8)

• Jake Elm

  CFP

• Lauren Kearl

• Matthew Mulcock

  CFP

• Rabih Dimachki

  CFA

• Reese Harper

  CFP · ChFC

• Sean Griffeth

  CFP

• Taylor Sutterfield

  CFP

• William Gochnour