CRD: 301981
Financial Freedom FOR Dentists LLC
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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Wave pathwayBridge +more
- Established Date
- 07-01-2019
- Office Locations
- 1
Office Locations
About Financial Freedom FOR Dentists LLC
Financial Freedom for Dentists is a fee-only RIA providing ongoing, comprehensive financial planning and investment management tailored to dentists nationwide, including guidance on debt, practice ownership, and retirement plans. Portfolios emphasize academically researched, evidence-based strategies, including Dimensional Fund Advisors and low-cost Vanguard options. Custodies primarily at Charles Schwab.
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Owner & Executives
NATHAN JOHN RICKS
Chief Compliance Officer, Financial Advisor
- CRD
- #2630065
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Loyd Burleson III
Financial Advisor, General Partner
- CRD
- #7210322
Christian James Sessions
Financial Advisor
- CRD
- #7777119
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,154,130 | $406,594 |
| Non-Discretionary | $0 | -- |
| Total | $182,154,130 | $406,594 |
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Separately Managed Accounts
Total SMA Asset: $182,154,130
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,874,736,749 | 43.1% |
| Cash | $2,475,000,488 | 56.9% |
| Total | $4,349,737,237 | 100.0% |