Firm
DentVest Wealth Management
Fort Wayne, Indiana
Fee-only
DentVest Wealth Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients.
- Its average account is about $170,000 (assets it manages divided by its 10 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the Indiana median of $3,500.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fort Wayne, Indiana |
|---|---|
| Website | dentvest.net |
| Phone | (812) 431-3350 |
DentVest Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Commonly, fees range from $200-$350 a month and $1000 upfront." source
"Commonly, fees range from $200-$350 a month and $1000 upfront." source
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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 10 |
| Accounts managed | 10 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 298335 |