Dentist Advisors

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

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

• Fee-only financial advisory
• Wealth management for dentists
• Financial planning services
• Tax planning for dentists
• Fiduciary advisory firm

Headquarters

HQ city

South Jordan

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. 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.
2. 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.
3. 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

Go-to-market motion3 records

Distribution channels4 records

Marketing channels9 records

Core 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

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered minor and core.

• MDIB (Mommy Dentists in Business)minorGTM or Marketing Partner · 25 September 2026Sponsorship 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)minorGTM or Marketing Partner · 11 June 2026Partner for Pathway 2 Fellowship Program providing CE and financial education for Texas dental professionals.
• Charles SchwabcoreTechnology or IntegrationInvestment 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.comcoreTechnology or IntegrationDocument 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.
• ElementscoreTechnology or IntegrationFinancial 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) PACEcoreStrategic or Co-development PartnerCE 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

Others

• 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

• YouTubeyoutube.com/playlist?list=PLHaCHsDMeQFqn-2IyC1UdUSTAowVkmIzb&si=jbqORAoiS7x35Fhj

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dentist Advisors