Advisor at Gentry Private Wealth
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Firm
Gentry Private Wealth
Location
Wichita, KS 67206
Credentials
Series 66
Industry experience
22 years
Jeffrey Wetta is a financial advisor at Gentry Private Wealth with 22 years of industry experience and holds the Series 66 designation. He previously worked at V Wealth Management, LLC dba Wetta & Jones, LLC and LPL Financial LLC. Outside of his advisory role, he serves on the Planned Giving Advisory Council for the Catholic Diocese of Wichita and is a board member for the Diocese's nonprofit school education fund, as well as a campaign team member for Catholic Charities. Gentry Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, and various entities, including high-net-worth clients. The firm emphasizes client-specific analysis with a primarily fundamental, long-term investment approach, offers family office services, and sponsors its own wrap fee program.
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 · Texas
V WEALTH MANAGEMENT, LLC dba WETTA & JONES, LLC
2012 - 2022 (10 years)
LPL Financial
2012 - 2017 (5 years)
Gentry Private Wealth, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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