Dental Wealth Partners LLC fees
Financial planner in Jackson, Mississippi. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 10, 2026, Dental Wealth Partners LLC (Jackson, MS) charges $150-$500 an hour, a flat or project fee of $2,500-$25,000, and a monthly fee of $300-$2,000 for financial planning.
- Website: dentistfinancialplanning.com (opens in new tab)
- Call (601) 339-6077
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change.
- Hourly rate
- $150-
$500/hr The one other planner in Jackson that publishes an hourly rate charges the same.
“Hourly fees range from $150 $500 per hour, depending on what is negotiated between DWP and the client.”
- Flat or project fee
- $2,500-
$25,000 The one other planner in Jackson that publishes a flat or project fee charges less.
“Fixed fees for longer-term consulting projects generally range from $2,500 to $25,000 per project.”
- Monthly fee
- $300-
$2,000/mo “…assessed any fees or expenses within five (5) days of its signing. [THIS SECTION IS INTENTIALLY LEFT BLANK] 9 10 On-going Financial Planning – For client(s) who require on-going financial planning needs, we charge a monthly on-going financial planning fee ranging from $300 – $2,000 per month depending on complexity.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Dental Wealth Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The following types of fees will be assessed: 7 Asset Management Services – Fees are charged quarterly in advance and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial billing period will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “Clients who pay in advance and terminate investment advisory services during a billing period are refunded a prorated advisory fee based on the date of DWP’s receipt of client’s written notice to terminate.”
About Dental Wealth Partners LLC
- Principal: Ian McGinnis
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 68
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $26.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 10, 2026
- CRD number
- 336688 (opens in new tab)
- Phone
- (601) 339-6077
Registered in 2 states: Louisiana, Mississippi
Other planners in Jackson that publish fees
- Wealthview Capital, LLCJacksonHourly $150-$500/hr, Flat $1,500-$25,000
More planners in Mississippi that publish fees
- Bergland Wealth Management, Inc.RidgelandQuarterly $2,500/qtr
- Collaborative AdviceMadisonHourly $300/hr, Flat $2,000-$10,000
- Duncan Wealth Management, LLCMadisonFlat $1,000-$15,000
- PERS ProVancleaveMonthly $300/mo
- Financial ConceptsColumbusFlat $1,000-$5,000
- Caldric CapitalSeminaryHourly $200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.