RBF Wealth Advisors
SEC RegisteredDentalWealthRx, your trusted wealth advisor no matter where you are in your financial journey.
About the firm
DentalWealthRx is a dental-focused wealth advisory service affiliated with RBF Wealth Advisors, an independent registered investment advisor based in St. Louis, Missouri. As a registered investment advisor, fiduciary, and independent insurance agent, DentalWealthRx offers a broad range of services that integrate career success with personal and family financial goals, serving dental professionals across all stages of their careers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and wealth advisory services including budgeting, student loan repayment planning, emergency savings, insurance planning, investment planning, retirement savings, college savings, real estate investment strategy, and coordination with specialized professionals such as CPAs, attorneys, and lenders.
Who they serve
Dental professionals, especially practice owners and those who aspire to ownership, including emerging dental professionals nearing graduation from school or residency, early-to-mid career achievers, and those in the second half of their careers.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 2.75% |
| $250,001 - $750,000 | 2.25% |
| $750,001 - $2,000,000 | 1.75% |
| $2,000,001+ | 1.50% |
Data as of August 19, 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. RBF Wealth 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched