Gentry Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,418,620
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$683,724
About
Gentry Financial provides financial planning and investment management to individual clients — including high-net-worth individuals — as well as pension and profit-sharing plans, charitable organizations, and corporate clients. The firm also offers retirement plan consulting and pension-focused services in addition to portfolio management for both individual and institutional accounts.
The firm structures client work around individualized investment policies and asset allocation, drawing on Modern Portfolio Theory and a mix of passive and active strategies; it may engage Outside Managers when appropriate and implements portfolios on a discretionary basis. Investment holdings include stocks, bonds, mutual funds, ETFs, and access to Dimensional Fund Advisors (DFA) mutual funds, which are typically available only through approved advisory firms.
As a small, recently formed independent adviser operating with a single professional, Gentry Financial reports approximately $6,478,195 in discretionary assets under management and a very limited client roster, and it has reported limited custody via standing letters of authorization. Its combination of institutional portfolio management and pension consulting — services that are relatively uncommon among solo independent firms — together with the use of DFA funds and SLOA arrangements, makes its service mix atypical for peers of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Fixed fees for Project-Based Financial Planning: $5,000 - $10,000; Ongoing Financial Planning: $1,250 - $7,500 per quarter
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 1.00% $4,000,001+: 0.75%
$500 per hour
Fee-only: Firm is fee-only, compensated solely by clients, no commissions or sales-related compensation.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Gentry Financial
Fishers IN, United States
Number of offices
1
Forms ADV
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