Meddent Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MedDent Solutions serves primarily high‑net‑worth individuals, along with trusts, estates, businesses and retirement plans. The firm provides discretionary wealth management, comprehensive financial planning, and retirement‑plan advisory services, including ERISA fiduciary support.
The firm’s investment process is primarily long‑term and portfolio‑construction focused, using low‑cost mutual funds and ETFs, individual equities and bonds, and, when appropriate, alternative investments or unaffiliated independent managers; MedDent Solutions employs a mix of fundamental, technical, cyclical, behavioral and charting analyses to guide allocations and rebalancing. For retirement‑plan clients the advisor offers plan‑level services such as investment policy development, vendor analysis, benchmarking, performance reporting and participant education.
Distinctive features include operating as a solo practitioner while providing access to sponsored private investment vehicles through affiliated entities (JAM Capital and Brynes Capital), with the firm disclosing direct and indirect compensation for that access and stating it will recommend those investments only when appropriate for the client. The firm also discloses affiliated business‑coaching activities and the principal’s paid speaking, teaching, and seminar work; these educational and affiliated offerings are presented as optional services and identified as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 0% AUM fee; Fixed Planning Fee $36,000 annually $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $15,000,000: 0.75% $15,000,001 - $20,000,000: 0.65% $20,000,001+: Negotiable
Account minimum: $1,000,000 Minimum fee: Fixed Planning Fee for less than $1,000,000 assets: $36,000 annually, paid monthly in advance Fee-only: Fixed Planning Fee component; financial planning fees paid separately in advance monthly installments
Main office
Santa Rosa Beach FL
Advisors at this office
1
Most active in
Alabama · California · Florida · Georgia · Louisiana · Mississippi · North Carolina · Pennsylvania · Puerto Rico · Texas · Wyoming
Also doing business as
High Speed Alliance · High Speed Alliance LLC · High Speed LLC · Meddent Solutions
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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