# Financial Freedom For Dentists

Financial Freedom For Dentists is a Bank / Wealth / Trust based in Snoqualmie, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Snoqualmie, United States
- **Region:** North America
- **Address:** 34627 SE Swenson Dr. Suite 100, Snoqualmie, WA 98065, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** www.financialfreedomfordentists.com
- **LinkedIn:** https://www.linkedin.com/company/freedom4dentists

## Regulatory record

- **CRD number:** 301981
- **SEC file number:** 801-122541
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301981

## About

Financial Freedom For Dentists is an SEC-registered investment adviser in SNOQUALMIE, WA, registered since 2021. The firm manages approximately $166 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Dental Services

## People

- Nathan Ricks — Financial Advisor, CFP®, MSFS, NAPFA Registered Financial Advisor
- Loyd Burleson III — Associate Financial Advisor, CFP®
- Christian Sessions — Financial Administrator
- Sarah Ricks — Communications & HR

## Questions

### Who runs investment decisions at Financial Freedom For Dentists?

Nathan Ricks, CFP®, MSFS, operates as the lead financial advisor and is listed as a NAPFA Registered Financial Advisor. The firm's website positions him as the primary voice on investment philosophy and one-on-one client engagement. Associate advisor Loyd Burleson III, also a CFP® certificant, supports client service but the firm has not publicly disclosed a separate investment committee structure.

### Does the firm operate as a fiduciary?

Yes. Financial Freedom For Dentists describes itself as fee-only and fiduciary, meaning it is obligated to place client interests ahead of its own. Membership in NAPFA, which the firm prominently displays, requires advisors to adhere to a fiduciary oath and to accept compensation solely from client fees — no commissions, no revenue-sharing.

### How does the firm invest client assets?

The firm follows an evidence-based, systematic investment approach using low-cost fund vehicles. Its website names Dimensional Fund Advisors and Vanguard as two primary fund providers, referencing Dimensional's research pedigree dating to 1981 and Vanguard's mutual-ownership structure as mechanisms for reducing investment costs. The firm's content emphasizes academic research rather than tactical market-timing.

### What makes the firm's advice specific to dentists?

Financial Freedom For Dentists builds its entire client-intake and planning process around dental-practice economics. Website content addresses practitioner-specific decisions — how to prioritize between student-loan repayment and retirement contributions, how to adjust plans around variable practice revenue, and how to integrate equipment purchases into a financial plan. The firm explicitly markets this vertical focus rather than serving a generalist client base.

### What professional designations does the team hold?

Nathan Ricks holds the CFP® and an MSFS and is a NAPFA Registered Financial Advisor. Loyd Burleson III holds the CFP®. The firm emphasizes CFP Board's training and ethics requirements on its website, distinguishing CFP® professionals from other types of financial planners.

### How does the firm charge for its services?

Financial Freedom For Dentists operates on a fee-only basis, meaning clients pay directly for advice and asset management. The website advertises this structure in multiple places as a fiduciary safeguard, noting that no commissions or third-party payments influence recommendations. Specific fee schedules or minimums are not disclosed on the public website.

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Last updated: 2026-06-03T20:00:00.000Z

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