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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-23-2018
- Office Locations
- 1
Office Locations
About Dentvest LLC
DentVest is a commission-free advisory firm focused exclusively on serving dentists. The team emphasizes “financial doing”—helping clients implement recommendations and stay accountable—alongside core financial planning and investment planning. Investment approach is centered on portfolio construction and asset allocation using public funds (e.g., mutual funds), with risk management as a stated theme. The firm highlights media visibility including Forbes and Yahoo Finance.
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Owner & Executives
RYAN TIMOTHY FISHER
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #6021582
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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