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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-30-2021
- Office Locations
- 1
Office Locations
About Dentist Exit Planning
Dentist Exit Planning is an independent boutique RIA focused exclusively on dentists leaving clinical practice. The firm delivers tax-aware retirement and exit planning with investment management, Roth conversion and RMD analysis, income strategy, Social Security optimization, and estate-planning coordination. Works with dentists nationwide via virtual meetings and uses a flat monthly fee; typically custody at Schwab or Altruist.
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Owner & Executives
SHAWN P TERRELL
Chief Compliance Officer, Financial Advisor, MANAGING PRINCIPAL
- CRD
- #5962224
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $2,800,000 | -- |
| Total | $6,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,062,073,231 | 49.2% |
| Cash | $1,601,711,802 | 19.4% |
| Equity - Exchange | $2,592,461,371 | 31.4% |
| Total | $8,256,246,404 | 100.0% |