Financial Freedom for Dentists LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$120,073,442
Clients
119
Advisors
3
of 3 employees
About
Financial Freedom for Dentists LLC advises dentists along with other individual and high-net-worth clients and also provides services to corporations and employer-sponsored retirement plans. Its service menu includes discretionary portfolio management, variable annuity oversight, retirement-plan support (including acting as a 3(38) investment manager and participating in pooled-employer plan arrangements), and both initial and ongoing financial planning and consulting.
The firm constructs portfolios using Modern Portfolio Theory and typically manages accounts on a discretionary basis, with at least quarterly monitoring, periodic rebalancing, and attention to tax-loss harvesting opportunities. Financial planning is tailored to client goals and integrated with investment management; clients above a specified asset threshold may receive a comprehensive plan at no separate charge and certain plan clients receive more frequent plan updates.
Noteworthy differences from many peers include a program of public educational seminars and workshops on investments and retirement topics (delivered as education rather than individualized tax or investment advice) and explicit retirement-plan education and group enrollment support for plan participants. The firm is a small advisory team overseeing roughly $182 million across about 119 client relationships and discloses it does not accept external compensation for the sale of securities.
Client services
Expertise
Occupation focus
Fee options
$0 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.90% annually $2,000,000 - $2,999,999: 0.80% annually $3,000,000 - $3,999,999: 0.70% annually $4,000,000 - $4,999,999: 0.60% annually $5,000,000 - $5,999,999: 0.50% annually $6,000,000 - $7,499,999: 0.40% annually $7,500,000 - $10,000,000: 0.30% annually $10,000,000+: 0.25% annually
Hourly rate of $375 used for work performed if initial financial planning engagement is terminated early.
Fee-only: Initial Financial Planning Fees: $3,600 (0 assets), $2,400 (up to $299,999.99), $1,800 ($300,000-$599,999.99), $0 for $600,000+; Ongoing Financial Planning Fees: $2,400 (0 assets), $1,800 (up to $299,999.99), $1,200 ($300,000-$599,999.99), $0 for $600,000+; fees may be reduced or waived.
Main office
34627 SE Swenson Dr., Suite 100
Snoqualmie WA 98065
Advisors at this office
3
Most active in
Idaho · Montana · Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nathan R
CFP®, Series 63, Series 65
Snoqualmie, WA
Financial Freedom for Dentists LLC
Nathan Ricks is a CFP® professional with 24 years of industry experience. He has served as an advisor at Financial Freedom for Dentists LLC since 2019 and previously worked at Dental Wealth Advisors, LLC from 2013 to 2019. Financial Freedom for Dentists LLC advises dentists, other individual and high-net-worth clients, as well as corporations and employer-sponsored retirement plans. The firm offers discretionary portfolio management, retirement-plan support, and tailored financial planning, employing Modern Portfolio Theory with regular monitoring, rebalancing, and tax-loss harvesting. Additionally, the firm provides public educational seminars and retirement-plan education for plan participants.
Loyd B
CFP®, Series 65
Snoqualmie, WA
Financial Freedom for Dentists LLC
Loyd Burleson III is a CFP® professional with five years of industry experience, currently serving at Financial Freedom for Dentists LLC. His work history includes roles at Advanced Planning Educational Group, Inc. and BANDER Investments. Financial Freedom for Dentists LLC advises dentists and other high-net-worth individuals, as well as corporations and employer-sponsored retirement plans. The firm employs Modern Portfolio Theory in portfolio construction and offers discretionary management, comprehensive financial planning, public educational seminars, and retirement-plan support services.
Christian S
Series 65
Snoqualmie, WA
Financial Freedom for Dentists LLC
Christian Sessions is a financial advisor at Financial Freedom for Dentists LLC in Snoqualmie, WA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Beehive Federal Credit Union and a missionary from 2016 to 2018. Financial Freedom for Dentists LLC serves dentists, high-net-worth individuals, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management and tailored financial planning. The firm uses Modern Portfolio Theory in portfolio construction and provides educational seminars on investments and retirement topics.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)