Reese
Harper
Dentist Advisors
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About this Advisor
Reese Harper is a certified financial planner and chartered financial consultant based in South Jordan, Utah with a total of 14 years of industry experience. Harper works at Dentist Advisors. During their career, the advisor has held roles at Aquire Wealth Advisors, LLC Dba Dentist Advisors. Harper has a Series 63 license, which qualifies them as a securities broker, and can work in Utah. Dentist Advisors is a registered investment company that has its headquarters in South Jordan, UT. It has offices in two locations and a total of 20 financial advisors. It manages $314 million in assets under management across its 2,342 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises three charities and foundations. Of its 2,342 customer accounts, 17% belong to high-net-worth investors who have greater than $1 million in investable assets. Dentist Advisors has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually vary depending on the financial services. However, fee types charged by Dentist Advisors most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dentist Advisors Brokerage Details
$314,277,790
20
2,342
$134,192
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reese Harper Work History
Reese has been registered as a financial advisor for 14 years.*
Aquire Wealth Advisors, LLC Dba Dentist Advisors
Aquire Wealth Advisors, LLC Dba Dentist Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Reese Harper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dentist Advisors
South Jordan, UT
South Jordan, UT
South Jordan, UT
South Jordan, UT
South Jordan, UT
South Jordan, UT
South Jordan, UT
South Jordan, UT
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
