Ryan Fisher
Advisor at DentVest LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Ryan Fisher is a CFP® with seven years of industry experience, currently serving as the sole advisor at DentVest LLC in Fort Wayne, IN. He previously worked at Old National Wealth Management from 2013 to 2018 before founding DentVest. In addition to his advisory role, he maintains a part-time CFO position with a dental practice. DentVest is an independent advisory firm serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party managers and the Betterment For Advisors platform, complemented by comprehensive financial planning services.
Expertise
Based on DentVest LLC
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
Upfront charge of $1,000-$5,000 plus ongoing fee of $200-$750 per month or $600-$2,250 per quarter for Comprehensive Financial Planning
0.85% annually
Location
Fort Wayne, IN
Most active in
Ryan F has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
White Coat Wealth Management
2018 - Present (8 years)
Old National Wealth Management
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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