A complete list of active advisors currently associated with Sentry Financial Planning, LLC

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

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.

To learn more about the advisors currently working at Sentry Financial 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.