APPLEWHITE & BUYS FINANCIAL ADVISORS
SEC RegisteredA boutique financial advisory, CPA & investment management firm with a focus on dentistry.
About the firm
Applewhite Financial Planning is a boutique financial advisory, CPA, and investment management firm based in Dallas, Texas, with a focus on dentistry. The firm offers services including practice transition advisory, ongoing financial advisory, tax preparation, bookkeeping, and investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Practice transition advisory, ongoing financial advisory, tax preparation, bookkeeping, and investment management for retirement and non-retirement accounts.
Who they serve
Dental professionals, including those acquiring, selling, or forming partnerships in dental practices.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 130 | $46M |
| High Net Worth Individuals | 55 | $107M |
90 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First tier | 1.00% |
| Second tier | 0.75% |
| Third tier | 0.50% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APPLEWHITE & BUYS FINANCIAL ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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