Sentry Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sentry Financial Planning, LLC provides fee-only, fiduciary financial planning and investment advisory services to individuals and trusts, including high-net-worth clients. The firm offers comprehensive financial planning and assistance with implementation, and charges clients through retainer, fixed-fee or AUM-based arrangements without accepting commissions.
The advisor emphasizes fundamental, long-term, buy-and-hold investing and asset allocation, and models portfolios using MoneyGuide Elite. Portfolio management is primarily non-discretionary—trades and implementation require client consent under the firm’s limited trading authority—so the firm focuses on collaborative decision-making rather than unilateral trading.
Noteworthy for a firm of its size, Sentry manages a sizable non-discretionary asset base (roughly $49 million) for a small roster of clients (about 15), producing relatively high assets per client. The firm does not take custody or proxy-voting authority, does not provide automatic ongoing performance reporting, and recommends custodians such as Vanguard or Schwab while relying on client-initiated periodic reviews.
Client services
Expertise
Fee options
One-time financial plan fee of $3,350 (with $500 due at signing and balance upon presentation)
$0 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually
Minimum fee: $4,000 per year or $1,000 per quarter for investment management Fee-only: Fee-only, fiduciary financial advice; no commissions or referral fees; fees paid directly by client
Main office
Andover MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Sentry Financial Planning, LLC · Sentry Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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