# Dentist Exit Planning

> Dentist Exit Planning is a state-registered investment advisory firm in Windsor Heights, IA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 313984
- Filed as: DENTIST EXIT PLANNING
- Legal name: Terrell Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Windsor Heights, IA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313984
- AdvisorCensus page: https://advisorcensus.com/firm/dentist-exit-planning-windsor-heights-ia-313984

## Quick answers

**How is Dentist Exit Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Dentist Exit Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Dentist Exit Planning located?**
Dentist Exit Planning's principal office is in Windsor Heights, IA, according to its Form ADV.

**Is Dentist Exit Planning registered with the SEC or a state?**
Dentist Exit Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313984.

**How much does Dentist Exit Planning manage?**
Dentist Exit Planning reports $6,800,000 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (59% discretionary).

**What types of clients does Dentist Exit Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Dentist Exit Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313984

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $6,800,000
- Discretionary: $4,000,000
- Non-discretionary: $2,800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,750,000 |
| High net worth individuals | Fewer than 5 | $1,250,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [dentistexit.com](https://dentistexit.com)
- Facebook @DENTISTRETIREMENTPLANNING
- Instagram @DENTISTEXIT
- LinkedIn @SHAWN-TERRELL
- YouTube @DENTISTEXIT

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dentist Exit Planning (CRD 313984): Form ADV filing data as of October 2026.