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.
Firm
Gentry Private Wealth
Location
Wichita, KS 67206
Credentials
Series 65
Industry experience
3 years
Jerald Betts is a financial advisor at Gentry Private Wealth with three years of industry experience. He holds a Series 65 designation and has worked at firms including HV Management, LLC and Leslie Rudd Investment Co. Outside of advisory services, he is sole owner of Jerald Betts Advisory Services, LLC, which provides business valuation, business exit planning, outsourced CFO services, and income tax planning. He also serves as a director at High Plains Farm Credit, an agriculture lending institution. Gentry Private Wealth offers personalized financial planning and discretionary portfolio management to individuals, families, and various entities, including high-net-worth clients. The firm emphasizes client-specific analysis and fundamental research, operating a sponsored wrap fee program and providing family office services and affiliated tax/accounting support.
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
HV Management, LLC
2025 - Present (1 year)
Jerald Betts Advisory Services, LLC
2024 - Present (2 years)
Gentry Wealth Management, LLC
2023 - Present (3 years)
Betts Consulting LLC
2018 - 2024 (6 years)
Leslie Rudd Investment Co
2013 - 2017 (4 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
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
Wichita, KS
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