Advisor at Sentinel Wealth Strategies
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
Sentinel Wealth Strategies
Location
Idaho Falls, ID 83402
Credentials
Series 63, Series 66
Industry experience
21 years
Fixed fees ranging from $500 to $5,000 for financial planning and consulting services
Under $99,999.99 - $99,999.99: 1.50% $100,000.00 - $999,999.99: 1.25% $1,000,000.00 - $4,999,999.99: 1.00% $5,000,000.00+: 0.75%
$150/hour
Fee-only: Fixed fees ranging from $500 to $5,000; Hourly fee $150/hour
Sentinel Wealth Strategies
2016 - Present (10 years)
Sentinel Wealth Strategies
2014 - Present (12 years)
Sowell Management Services
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Idaho Falls, ID
Good Better Best Financial Planning LLC
In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
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