A complete list of active advisors currently associated with Sentinel Investment Planning, LLC

Warmer can help you find a great advisor at Sentinel Investment Planning, LLC or one who fits your needs even better.

Sentinel Investment Planning, LLC is an independent advisory firm formed in 2016 that provides discretionary portfolio management to individual and high‑net‑worth clients. The firm manages roughly $10–12 million in client assets for a very small client base (three clients) and offers ongoing services that include investment policy statements, asset allocation and regular portfolio monitoring across equities, mutual funds, ETFs, fixed income and real estate funds. The sole advisor manages client accounts directly under discretionary authority, conducts at least quarterly reviews, and delivers custodial account reports to clients. Investment analysis combines charting, cyclical, fundamental, quantitative and technical methods, and the firm discloses use of a wide range of strategies including long‑ and short‑term trading, margin, short sales and options. Distinctive features relative to peers include the unusually small client count and solo‑managed AUM alongside the use of more active and leveraged trading techniques that are less common for small independent firms serving individuals. The firm requires clients to use a specified custodian (TD Ameritrade Institutional) and participates in that institutional program, receiving research and other services that the brochure notes could present potential conflicts of interest.

To learn more about the advisors currently working at Sentinel Investment Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Anthony Williams	Milton, FL	20

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