Financial Freedom For Dentists LLC

RIASEC RegisteredEst. 2021

Total AUM

$182M

Discretionary

$182M

100% of AUM

Avg account

$407K

Accounts

448

Employees

Advisory reps

Firm details

Headquarters: Snoqualmie, Washington
CRD number: 301981
Registered since: October 22, 2021
Website: www.financialfreedomfordentists.com
Custodians: CHARLES SCHWAB & CO., INC., SCHWAB TRUST, MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.45%
Pension & Profit Sharing Plans34.08%
Individuals6.47%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Financial Freedom For Dentists LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2021. The firm is owned by an individual and positions itself as a fee-for-service advisory practice that serves both individual & family and institutional clients. Its fees combine a percentage-of-AUM element with fixed fees. Services focus on financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser. It is not structured as a capital allocator to external funds.