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The fee is billed in arrears and is negotiable.","source":"DENTIST ADVISORS, LLC FORM ADV PART 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Aquire Wealth Advisors use?","answer":"Aquire Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $504M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aquire Wealth Advisors have?","answer":"Aquire Wealth Advisors has 9 investment adviser representatives registered with state securities authorities, out of 24 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aquire Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Aquire Wealth Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 2% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aquire Wealth Advisors?","answer":"Aquire Wealth Advisors is owned through a chain of holding companies by Reese Harper. Its direct owner is Aquire Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aquire Wealth Advisors get paid?","answer":"Aquire Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Aquire Wealth Advisors registered with the SEC?","answer":"Yes, Aquire Wealth Advisors has been registered with the SEC as an investment adviser since 4 March 2019. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}