Advisor at Gentry Private Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Caitlin Sharp is a CFP® professional at Gentry Private Wealth with one year of experience in financial advising. Prior to joining Gentry Private Wealth, she worked at Intrust Bank for five years and has a background that includes roles in education at Kansas State University and Kinsley High School. Gentry Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, and various entities including trusts and foundations. The firm’s investment approach focuses on client-specific analysis with an emphasis on fundamental research and a long-term orientation, complemented by a sponsored wrap fee program and additional family office and tax-related services.
Based on Gentry Private Wealth
Fixed fees for financial planning and consulting services, amount determined based on scope and complexity.
$0 - $499,999: 1.75% $500,000 - $999,999: 1.60% $1,000,000 - $2,499,999: 1.35% $2,500,000 - $4,999,999: 1.00% $5,000,000 - $24,999,999: 0.75% $25,000,000 - $49,999,999: 0.50% $50,000,000+: 0.35%
$350 per hour for financial planning and consulting services.
Annual retainer fee billed monthly for ongoing financial planning and consulting services.
Fee-only: Fixed fees for financial planning and consulting; $350/hour hourly rate; annual retainer fees billed monthly for ongoing planning services.
8415 E. 21 St Street, North, Suite 150
Wichita, KS 67206
Kansas
Gentry Private Wealth, LLC
2025 - Present (1 year)
Intrust Bank
2020 - 2025 (5 years)
Kansas State University
2017 - 2020 (3 years)
Kinsley High School
2015 - 2017 (2 years)
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Accountant / CPA / tax prep
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Other specialized services
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