S
Sentinel Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,422,097
Clients
220
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
220
Very HighAverage account size
$183,737
About
Sentinel Wealth Strategies provides discretionary and non‑discretionary portfolio management and financial planning to individual clients and business entities, including high‑net‑worth individuals. The firm also operates as a sponsor of a wrap fee program that bundles investment management, transaction execution, custodial and administrative services into a single fee arrangement.
Advisory work is tailored to each client’s stated objectives and risk tolerance and may use model portfolios and sub‑advisers; strategies cited in the brochure include long‑term allocations informed by modern portfolio theory as well as technical and fundamental analysis and occasional short‑term trading. The firm conducts ongoing account reviews, bills fees through the custodian, and administers client accounts on an institutional custody platform.
What is distinctive about the firm is its relatively large client base for a firm of its size while managing roughly $40.5 million in assets, an operating profile that is uncommon among independent advisers and may influence service and communication practices. Sentinel is also notable for sponsoring its own wrap program and routinely directing brokerage and custody to a single institutional custodian, arrangements that are less common among peers.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Wealth management
General tax planning
Occupation focus
Founder/Business Owner
Fee options
Fixed fees range between $500 and $5,000
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+: 0.75%
$150 per hour
Fee-only: Fixed fees range between $500 and $5,000; Hourly fee $150 per hour
Main office location
Sentinel Wealth Strategies
1075 S. Utah Avenue, Suite 322
Idaho Falls ID 83402, United States
Number of offices
1
Most active in
Sentinel Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
Idaho · Montana · Nevada · Texas · Utah
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:
-
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.
-
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.
-
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.
Forms ADV
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