CBG & COMPANY, INC.
SEC RegisteredA Dental Specific Financial Consulting Firm
About the firm
CBG is a dental specific financial planning, investment, accounting, tax, and consulting firm. A unique combination of financial planning experience and knowledge of the dental industry allows CBG to craft a plan that addresses both personal and practice financial decisions. CBG offers an ongoing partnership to assist clients in implementation, monitoring, and adaptation of their personalized financial plan.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Tax Preparation and Accounting, Investment Advisory, and Transition Consulting.
Who they serve
Emerging dentists, established dentists, and exiting dentists who are also dental practice owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 47 | $13M |
| High Net Worth Individuals | 114 | $195M |
| Charitable Organizations | 50 | $62M |
31 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Below $100,000 (special circumstances) | 1.25% |
| 0 - $1,000,000 | 1.00% |
| Over $1,000,000 | 0.90% |
Data as of March 18, 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. CBG & COMPANY, INC. 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.
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