Meddent Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,208,085
Clients
26
100% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
LowAverage account size
$1,084,926
About
MedDent Solutions provides wealth management to high‑net‑worth individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning, including advice on alternative investments for qualified or accredited investors. The firm reports management of roughly $28.2 million for a small client base and generally requires a $1 million relationship size, with exceptions allowed at the firm’s discretion.
The firm’s investment process is primarily long‑term and diversified, typically using low‑cost mutual funds and ETFs alongside individual stocks, bonds and selected alternatives, and it draws on fundamental, technical, cyclical, behavioral and charting analysis. MedDent Solutions also may engage independent managers and provides retirement‑plan fiduciary services that include participant enrollment and education tracking; the principal’s public speaking and teaching activities are disclosed as part of the firm’s educational offerings.
Distinctive features disclosed in the brochure include affiliated sponsorship and syndication activities: the firm’s ownership has a role in JAM Capital and in a life‑settlement vehicle (Brynes Capital), through which clients may be offered access to private investment opportunities for which the firm and its principals receive compensation. The firm also operates an affiliated business‑coaching practice (MedDent Business) and has a small, focused client base and a principal with a dental practice background—factors the brochure identifies as potential conflicts that the firm says it addresses through disclosure and suitability assessments; the brochure likewise discloses prior client complaints related to a franchise recommendation that were settled in mediation.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Income planning
Charitable giving & philanthropy
Occupation focus
Dentist
Fee options
$0 - $1,000,000: No AUM fee, only Fixed Planning Fee of $36,000 annually $1,000,001 - $2,000,000: 1.00% annually plus $31,000 Fixed Planning Fee $2,000,001 - $5,000,000: 1.00% annually plus $26,000 Fixed Planning Fee $5,000,001 - $10,000,000: 0.90% annually plus $26,000 Fixed Planning Fee $10,000,001 - $15,000,000: 0.75% annually plus $26,000 Fixed Planning Fee $15,000,001 - $20,000,000: 0.65% annually plus $26,000 Fixed Planning Fee $20,000,001+: Negotiable
Account minimum: $1,000,000 Minimum fee: Fixed Planning Fee ranging from $26,000 to $36,000 depending on asset level Fee-only: Fixed Planning Fee as detailed above
Main office location
Meddent Solutions
Alys Beach FL, United States
Number of offices
1
Most active in
Meddent Solutions has reported serving >5 clients in these states in the last 12 months.
Alabama · California · Florida · Georgia · Louisiana · Mississippi · North Carolina · Pennsylvania · Puerto Rico · Texas · Wyoming
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Forms ADV
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