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Ian Mc Ginnis

Advisor at Dental Wealth Partners LLC

Updated today
Dental Wealth Partners LLC logo

Firm

Dental Wealth Partners LLC

Location

Jackson, MS 39211

Credentials

Series 63, Series 65

Industry experience

4 years

Client services

Based on Dental Wealth Partners LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Dental Wealth Partners LLC

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Equity compensation tax strategy General retirement planning Charitable giving & philanthropy

Occupation focus

Based on Dental Wealth Partners LLC

Dentist Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees $2,500 - $25,000 per project; dental practice valuation flat fee $0 - $25,000 depending on complexity

Percentage

$0 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 0.85% annually for next $2,000,000 $3,000,001 - $5,000,000: 0.65% annually for next $2,000,000 $5,000,001+: Negotiable

Project-based

$150 - $500 per hour for financial planning/consulting services

Subscriptions

On-going financial planning monthly fees ranging from $300 to $2,000 per month, billed monthly in advance

Other

Fee-only: Financial planning fixed fees $2,500 - $25,000 per project; hourly fees $150 - $500 per hour; monthly ongoing financial planning $300 - $2,000 per month plus up to $750 one-time onboarding fee; dental practice valuation flat fee $0 - $25,000

Location

4500 Interstate 55 North, Frontage Road, Suite 278

Jackson, MS 39211

Most active in

Mississippi

Work history

Dental Wealth Partners LLC

2025 - Present (1 year)

Davis Private Wealth, LLC

2021 - 2025 (4 years)

MML Investors Services

2020 - 2021 (1 year)

MassMutual Life Insurance

2020 - 2021 (1 year)

Northwestern Mutual Investment Services LLC

2018 - 2020 (2 years)

Northwestern Mutual Life Insurance Company

2018 - 2020 (2 years)

Miskellys Furniture

2017 - 2018 (1 year)

Kragujevac Wild Boars

2017 - 2017 (1 year)

Callaway High School

2016 - 2017 (1 year)

Mass Mutual

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Roger C

Series 65

Jackson, MS

Eversight Wealth LLC

Tax-loss harvesting Retirement income strategy Social Security optimization Roth conversion strategy Charitable giving tax strategies

Vinicius N

CFP®, CPA

Madison, MS

Elevated Retirement Financial Services

Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius “V” Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work. V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and a Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.

Wealth management General retirement planning General tax planning Approaching retirement Dual Income Family
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Travis W

CFP®, CFA®, Series 63, Series 66

Madison, MS

Collaborative Advice

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Frank Z

Series 63, Series 65

Madison, MS

FHZ Wealth Management, LLC

Active portfolio management
user avatar

Huiming S

CFA®, Series 65

Clinton, MS

Wealth Management, LLC

Tax-loss harvesting Active portfolio management Passive / index investing General tax planning

Josh N

CFA®, CFP®, CPA

Jackson, MS

Lefleur Financial

Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Inherited wealth Founder/Business Owner
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