Financial Freedom for Dentists LLC
Snoqualmie, Washington
Financial Freedom for Dentists LLC at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 119 individual clients, 37 of them high net worth.
- Its average account is about $407,000 (assets it manages divided by its 448 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Snoqualmie, Washington |
|---|---|
| Website | financialfreedomfordentists.com |
| [email protected] | |
| Phone | (425) 888-1911 |
Questions about Financial Freedom for Dentists LLC
How is Financial Freedom for Dentists LLC paid?
Financial Freedom for Dentists LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Financial Freedom for Dentists LLC have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Financial Freedom for Dentists LLC, and 2 hold the CFP.
What is the average account at Financial Freedom for Dentists LLC?
Financial Freedom for Dentists LLC's average account is about $407,000. That's the assets on its Form ADV divided by its 448 accounts.
What does Financial Freedom for Dentists LLC specialize in?
Financial Freedom for Dentists LLC's advisors and website list physicians & residents, retirement planning and small business owners.
Financial Freedom for Dentists LLC fees
Financial Freedom for Dentists LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $182 million |
| Individual clients | 82 |
| High-net-worth clients | 37 |
| Accounts managed | 448 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-122541) |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 301981 |
Advisors at this firm (3)
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