Gentry Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,657,268
Clients
17
65% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
TypicalAverage account size
$1,215,133
About
Gentry Financial provides investment management and comprehensive financial planning to individuals as well as to employer-sponsored retirement plans, charitable organizations, and corporations. Services include discretionary portfolio management, ongoing and project-based financial planning, and retirement plan consulting for plan sponsors.
The firm’s investment process is informed by Modern Portfolio Theory and blends passive and active strategies, with asset allocation, tax considerations, and manager selection guiding portfolio construction; implementation can include mutual funds, ETFs, Dimensional Fund Advisors funds, and outside managers. Advising is tailored to each client’s objectives and risk tolerance, with periodic reviews and the ability for clients to impose reasonable investment restrictions.
Noteworthy for a firm of its size, Gentry Financial provides institutional portfolio management and pension consulting—assisting plan sponsors with investment policy statements, manager reviews, fee analysis, and participant education—services that are relatively uncommon among similar independent advisers. The firm also uses standing letters of authorization for certain transfers and relies on DFA fund availability, which may entail advisor-specific purchasing restrictions that clients should consider if they later change advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fixed fees range from $5,000 to $10,000; Ongoing Financial Planning fixed fees from $1,250 to $7,500 per quarter.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 1.00% $4,000,001+: 0.75%
$500 per hour for Project-Based Financial Planning
Ongoing Financial Planning fees range from $1,250 to $7,500 per quarter
Fee-only: Fees are negotiable; Investment Management fees are tiered as above; Ongoing Financial Planning fees range from $1,250 - $7,500 per quarter; Project-Based Financial Planning fixed fees range from $5,000 - $10,000 or $500/hour; Retirement Plan Consulting fee is 1.00% annually of assets under advisement.
Main office location
Gentry Financial
Fishers IN, United States
Number of offices
1
Most active in
Gentry Financial has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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