The DR Team
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Fenlason Financial Services Inc., doing business as The Dr Team, provides financial planning and investment consulting primarily to individuals in medical school, residency, and medical practice, and delivers seminars and workshops to medical schools and medical practices. Services are consultative and produce written financial/retirement plans and modular analyses; the firm does not execute securities transactions or manage client accounts on behalf of clients.
The firm’s recommendations emphasize a long-term investment approach, using fundamental analysis and typically focusing on mutual funds and exchange-traded funds, with reviews conducted periodically rather than continuous portfolio management. Rather than charging percentage-of-assets fees, the firm operates under a non‑AUM, fixed-fee consulting model and does not have custody or discretionary authority over client assets.
Uncommon among peers, The Dr Team routinely offers educational seminars and follow-up one-on-one consultations to medical programs and is affiliated by common ownership with an insurance company; its adviser is also licensed to sell insurance and may receive commissions and third‑party incentives. The firm is newly registered and discloses these insurance‑related conflicts while maintaining a separation between its planning/education services and implementation or asset management.
Client services
Financial planning
Educational seminars or workshops
Investment consulting services
Expertise
Student loan debt
College savings (529s, UTMA, etc.)
General retirement planning
Cash flow / budgeting
Occupation focus
Doctor or Medical Professional
Fee options
Fixed fee of $3,000 per seminar/workshop provided to medical schools and medical practices; $300 for individual one-on-one consultations at seminars/workshops
Commissions received from insurance product sales by representative acting as insurance agent
Minimum fee: Annual fixed fee of $4,800, billed as $400 monthly installments Fee-only: Annual fixed fee of $4,800 for financial planning and investment consulting services; $1,500 fixed fee for updated financial plan after one year
Main office location
The DR Team
Murrieta CA, United States
Number of offices
1
Most active in
The DR Team has reported serving >5 clients in these states in the last 12 months.
California
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
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