Dentvest LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000-$5,000 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $200 - $750 per month, depending on complexity and the needs of the client, or $600 - $2,250 per quarter, depending on…”

Monthly fee

$200⁠-⁠$750/mo

From the same sentence as above.

Quarterly fee

$600⁠-⁠$2,250/qtr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Dentvest LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
• “The fee may be negotiable in certain cases.”

How Dentvest LLC’s fees compare

• Its flat or project fee of $1,000-$5,000 is below the Indiana median of $5,000. 33% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Fort Wayne that publish a flat or project fee charge less.

About Dentvest LLC

• Principal: Timothy Fisher
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.85% a year

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,700,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298335

Website

dentvest.net (opens in new tab)

Phone

(812) 431-3350

Other planners in Fort Wayne that publish fees

• Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000⁠-⁠$5,000
• Bassett Financial AdvisorsFort Wayne$150/hr
• Compass Financial Advisors LLCFort Wayne$250/hr
• Dickmeyer Boyce Financial Management, IncFort Wayne$200/hr
• Galecki Financial Management IncFort Wayne$250⁠-⁠$350/hr
• Gilbert WealthFort Wayne$250/hr, $250⁠-⁠$1,800/mo

Compare all 23 planners in Fort Wayne