Dentist Advisors

Dentist Advisors (CRD# 149559) is a financial advisory firm headquartered in South Jordan, UT. They manage $70,143,000 in 489 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $143,442
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, UT

Financial Advisors at Dentist Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Reese J. Harper
CRD#: 4907910
879 Baxter Drive, South Jordan, UT 84095
96
Wealthminder
score

Reese Harper (CRD# 4907910) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 11 years of experience in the finance industry. Reese Harper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ryan Isaac
CRD#: 5858393
879 Baxter Drive, South Jordan, UT 84095
93
Wealthminder
score

Ryan Isaac (CRD# 5858393) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 5 years of experience in the finance industry.

3
Robert D. Thomson
CRD#: 6539399
879 Baxter Drive, South Jordan, UT 84095
87
Wealthminder
score

Robert Thomson (CRD# 6539399) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has 1 year of experience in the finance industry.

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