White Coat Planning
Financial Services
We help you build wealth with comprehensive planning, transparent fees, and evidence-based investing.
About us
White Coat Planning is a fee-only financial advisory firm built for physicians, dentists, and other high-income professionals. Founded on principles from The White Coat Investor (by Dr. Jim Dahle), it delivers transparent, conflict-free advice at fair prices. Unlike traditional advisors who charge percentage-based AUM fees that grow unfairly with wealth, White Coat Planning uses flat fees: One-time $4,500 to create your comprehensive personalized financial plan Optional ongoing monthly support ($250–$500/mo depending on tier) Core services include: Comprehensive Financial Planning — Holistic coverage of cash flow, debt, insurance, taxes, investments, retirement, estate planning, and more, tailored to unique high-earner challenges (high student loans, late career starts, complex benefits, malpractice protection). Investment Management (optional) — Evidence-based, low-cost index fund portfolios with tax-efficient strategies and some of the industry’s lowest flat/tiered fees (often <0.5% effective). Student Loan Advice — Standalone plans ($599) with expert guidance on repayment, forgiveness (e.g., PSLF), refinancing, plus 6 months support; average client savings ~$160,000. No commissions, no product sales, fully fiduciary (operates as a trust company). The focus is comprehensive planning first, helping clients build wealth, reduce stress, avoid burnout, and reclaim time/energy for what matters most—family, relationships, and purposeful living. Book a no-pressure discovery call at whitecoatplanning.com.
- Website
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https://www.whitecoatinvestor.com/ideal-financial-advisor/
External link for White Coat Planning
- Industry
- Financial Services
- Company size
- 11-50 employees
- Type
- Privately Held