Dentist Advisors
- Company typePrivate
- Founded2015
- HeadquartersSouth Jordan, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Dentist Advisors firmographics
Firmographics- Name
- Dentist Advisors
- Legal name
- Dentist Advisors
- Website
- https://dentistadvisors.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Dentist Advisors industry classification
Industry- Product category
- Wealth Management for Dental Professionals
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
Keywords
Where Dentist Advisors is headquartered
LocationHeadquarters
- HQ city
- South Jordan
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Dentist Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- Financial Planning & Advisory Fees: Fee-only firm with quarterly minimum fees based on career stage (charged monthly), offset by investment management fees. Month-to-month contracts provide flexibility and accountability. No commissions, no product sales, no kickbacks.
- Dentist Money Coaching: $99/month subscription for ongoing financial coaching from CFP advisors, including financial coaching sessions, advisor question portal, and access to Elements app.
- Dentist Money Launchpad: Live 8-week educational program for early-career dentists. $300 early-bird / $500 regular pricing. Includes weekly courses, CFP review session, 1-page financial plan, and up to 3 AGD-PACE CE credits.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Dentist Money Coaching - Monthly subscription for ongoing guidance |
| Subscription | Multi-year contract | Dentist Money Launchpad - 8-week live educational program |
| Hybrid | Multi-year contract | Comprehensive Financial Planning - Career-stage based quarterly minimum |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels9 records
Dentist Advisors product offering
Product offeringCore offering
Dentist Advisors is a fee-only fiduciary financial advisory firm that delivers comprehensive financial planning, investment management, tax planning and preparation, retirement strategy, insurance analysis, estate planning, and dental practice strategy exclusively to dental professionals. Services integrate personal and practice finances under one roof through an in-house team of CFPs, CPAs, CFAs, and practice strategists, supported by the proprietary Elements Financial Monitoring App and 12-indicator Financial Hygiene Chart.
Product overview
Dentist Advisors operates as a fee-only, fiduciary financial advisory firm exclusively serving dental professionals, offering a unified platform that integrates financial planning, investment management, tax strategy, accounting, and practice strategy under one roof. The core offerings include Dentist Money Coaching ($99/month subscription) and comprehensive financial planning services, supplemented by the proprietary Elements® Financial Monitoring App for account aggregation and financial health tracking. Additional products include the Dentist Money Launchpad 8-week cohort program for early-career dentists, The Dentist Money™ Show podcast (2.5M+ downloads), a free Dental Practice Valuation Calculator, a Client Portal for account access, an Education Library with diverse content formats, and CE programs for dental study clubs. All services are designed specifically for dentists and delivered by CFP® professionals, CPAs, CFAs, and practice strategists who understand the unique financial complexities of dental professionals.
Differentiator
Problem solved
Functional benefit
Brands
- Dentist Money: Sub-brand encompassing the Dentist Money Show podcast, Dentist Money Coaching service ($99/mo), and the Dentist Money Launchpad educational program for early-career dentists.
- Elements Financial Monitoring App
Products and services
- Dentist Money Coaching
- Comprehensive Financial Planning & Investment Management
- Dentist Money Launchpad
- Elements® Financial Monitoring App
- Dental Practice Valuation Calculator
- The Dentist Money™ Show Podcast
- Financial CE for Dental Study Clubs
Quantifiable outcome
- 600+ dentists nationwide trust Dentist Advisors
- +2 more outcomes
Companies that use Dentist Advisors
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles5 records
Dentist Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Dentist Advisors partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered minor and core.
- MDIB (Mommy Dentists in Business)minorSponsorship and presence at MDIB Social Summit 2026 in Washington, D.C. Dentist Advisors supports dental events nationwide through partnerships with dental associations.
- Texas AGD (Academy of General Dentistry)minorPartner for Pathway 2 Fellowship Program providing CE and financial education for Texas dental professionals.
- Charles SchwabcoreInvestment platform partner for client accounts. Clients access investment accounts through Schwab login integrated into the Dentist Advisors client portal for viewing statements and account management.
- Box.comcoreDocument management platform for secure storage and sharing of quarterly reports and financial documents. Clients access documents through Box.com login integrated into the client portal.
- ElementscoreFinancial monitoring app originally developed at Dentist Advisors. Two-sided platform allows clients to see accounts, measure financial health, and track progress. Advisors access scorecard with permission for personalized guidance.
- AGD (Academy of General Dentistry) PACEcoreCE credit approval body for dental professionals. Dentist Advisors webinars and presentations approved for PACE-AGD continuing education credits, allowing dentists to earn CE while learning financial topics.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Dentist Advisors competitors and assessment
Company assessmentOthers
- Holistiplan: Tax-planning software used by financial advisors to surface deductions and strategies for clients — an enabling technology peer whose tools could be embedded into Dentist Advisors' planning workflow or used by competing dental-focused RIAs.
- eMoney Advisor: Financial planning software platform for RIAs and their clients, providing dashboards, scenario modeling, and client portals — directly comparable client-portal technology functionality (Elements competes in this adjacent space).
Broad incumbents
- Empower (Personal Capital): Hybrid digital wealth manager offering financial planning, investment management, and account aggregation tools — comparable fee-based fiduciary model and dashboard-driven client experience at greater scale.
- Carson Group: Large RIA platform serving financial advisors and their clients with coaching, technology, and back-office support — comparable fee-only advisor network model and focus on helping practices scale, though broader in target market.
- Mariner Wealth Advisors: Large independent RIA providing comprehensive financial planning, investment management, and tax services — comparable integrated planning offering and fiduciary positioning, but serving a broader professional mix without dental specialization.
- Creative Planning: Large fee-only RIA serving a broad range of professionals and high-net-worth clients across the U.S. — comparable fee-only fiduciary model and integrated financial planning offering, but without dental specialization.
Direct peers
- Ritholtz Wealth Management: Boutique fee-only RIA built around financial-media content leadership (Ben Carlson, Joshua Brown) — directly comparable content-driven acquisition model and fee-only fiduciary positioning targeting mid-market investors.
- Facet Wealth: Virtual, fee-only fiduciary financial planning firm delivering comprehensive advice via secure video conferencing nationwide — directly comparable delivery model, fee structure, and target of mid-market professionals.
Emerging players
- White Coat Investor: Financial education and planning community serving dentists and physicians with podcasts, courses, and advisory referrals — directly comparable audience (high-income medical professionals) and content-led go-to-market model.
- Boldin (formerly NewRetirement): Retirement-planning platform for consumers and advisors offering holistic financial planning tools — comparable retirement and long-term planning focus, with partial overlap in target professional/affluent users.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Dentist Advisors social profiles
Digital presenceDentist Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dentist Advisors leadership team
Management profileNumber of profiles
Profiles10 records
Dentist Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dentist Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dentist Advisors
What does Dentist Advisors do?
Dentist Advisors is a fee-only fiduciary financial advisory firm that delivers comprehensive financial planning, investment management, tax planning and preparation, retirement strategy, insurance analysis, estate planning, and dental practice strategy exclusively to dental professionals. Services integrate personal and practice finances under one roof through an in-house team of CFPs, CPAs, CFAs, and practice strategists, supported by the proprietary Elements Financial Monitoring App and 12-indicator Financial Hygiene Chart.
Is Dentist Advisors a public or private company?
Dentist Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Dentist Advisors founded?
Dentist Advisors was founded in 2015. It employs 11 to 50 people.
Where is Dentist Advisors based?
Dentist Advisors is headquartered in South Jordan, United States, in the North America region.
How does Dentist Advisors make money?
Three revenue lines are on record. Financial Planning & Advisory Fees are the primary driver. The others are dentist Money Coaching and dentist Money Launchpad.
Who are Dentist Advisors's main competitors?
Others on record are Holistiplan and eMoney Advisor. Broad incumbents are Empower (Personal Capital), Carson Group, Mariner Wealth Advisors and Creative Planning. Direct peers are Ritholtz Wealth Management and Facet Wealth. Emerging players are White Coat Investor and Boldin (formerly NewRetirement).
Does Dentist Advisors have an API?
No public API is recorded for Dentist Advisors.
What industry is Dentist Advisors in?
Dentist Advisors's product category is Wealth Management for Dental Professionals. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory. Its NAICS code is 523940 and its SIC code is 6282.