D
Dental Retirement Strategies, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,473,304
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$308,253
About
Dental Retirement Strategies, Inc. advises individual and high‑net‑worth clients and provides customized asset management alongside retirement plan design and administration for dental practices. The firm’s services include continuous portfolio management tailored to client goals, as well as consulting and implementation support for practice retirement arrangements.
The adviser follows an evidence‑based, long‑term passive approach grounded in Modern Portfolio Theory and primarily uses institutional Dimensional Fund Advisors mutual funds, with annual rebalancing and an emphasis on broad diversification. For clients needing fixed‑income customization, the firm may construct laddered portfolios of individual bonds and will use other mutual funds, ETFs, or listed securities when appropriate.
What is distinctive about the firm is its niche focus on dental practices and the combination of investment management with retirement‑plan consulting and dental analytics software support, for which the principal charges separate fees. That mix of industry‑specific consulting, use of institutional‑only DFA funds, and willingness to build customized bond ladders for larger portfolios is atypical among independent advisers that mainly serve individual clients.
Client services
Portfolio management
Expertise
Passive / index investing
Occupation focus
Dentist
Demographic focus
Approaching retirement
Fee options
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000+: 0.50%
Minimum fee: Minimum annual advisory fee of $2,000 (i.e. $500 quarterly), which may be waived and is based on complexity and work required Fee-only: Fee-only advisory services; no commissions collected by the firm
Main office location
Dental Retirement Strategies, Inc.
Johns Creek GA, United States
Number of offices
1
Most active in
Dental Retirement Strategies, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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