Dental Retirement Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,473,304
Clients
21
Advisors
1
of 1 employees
About
Dental Retirement Strategies, Inc. advises individual and high‑net‑worth clients and provides customized asset management alongside retirement plan design and administration for dental practices. The firm’s services include continuous portfolio management tailored to client goals, as well as consulting and implementation support for practice retirement arrangements.
The adviser follows an evidence‑based, long‑term passive approach grounded in Modern Portfolio Theory and primarily uses institutional Dimensional Fund Advisors mutual funds, with annual rebalancing and an emphasis on broad diversification. For clients needing fixed‑income customization, the firm may construct laddered portfolios of individual bonds and will use other mutual funds, ETFs, or listed securities when appropriate.
What is distinctive about the firm is its niche focus on dental practices and the combination of investment management with retirement‑plan consulting and dental analytics software support, for which the principal charges separate fees. That mix of industry‑specific consulting, use of institutional‑only DFA funds, and willingness to build customized bond ladders for larger portfolios is atypical among independent advisers that mainly serve individual clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000+: 0.50%
Minimum fee: Minimum annual advisory fee of $2,000 (i.e. $500 quarterly), which may be waived and is based on complexity and work required Fee-only: Fee-only advisory services; no commissions collected by the firm
Main office
600 Houze Way, Suite D5
Roswell GA 30076
Advisors at this office
1
Most active in
Georgia
Also doing business as
Dental Retirement Strategies, Inc. · Willefordcpa Wealth Advisors, LLC
Disclosures
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Business activities & affiliations
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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