DR
Dental Retirement Strategies, Inc.
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 127559
·
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ADV data as of Feb 17, 2026
- Regulatory AUM
- $13.5M
- Discretionary
- $13.5M
- Clients
- 24
- Avg AUM / client
- $564K
- Accounts
- 24
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21 | $6.5M | 47.8% |
| Pension and profit sharing plans | 3 | $7.1M | 52.2% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raymond Frederick Willeford | Registered representative | CFP | Sep 2003 (23y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 991 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $13.5M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗