Sentry Financial Planning, LLC

Overview

Sentry Financial Planning, LLC operates as an independent registered investment adviser focused on individuals and families. The firm combines financial planning with portfolio management but shows a clear emphasis on advisory and planning work: its reported assets are entirely non‑discretionary, which indicates clients retain trading authority and advisers typically deliver guidance, model portfolios or implementation recommendations rather than exercising full trading discretion. Fee arrangements include asset‑based fees alongside hourly and fixed charges, which supports a mix of ongoing advisory relationships and project‑based planning engagements. Investment preferences lean toward equities as the primary allocation driver, with exchange‑traded securities forming the single largest asset class on the books. The firm does not present itself as an active ESG investor and is structured as a limited liability company owned by an individual, operating without multi‑state adviser registration listed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices