S
Sentry Consulting, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,594,001
Clients
36
25% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
HighAverage account size
$794,278
About
Sentry Consulting, Inc. provides personal financial planning and discretionary investment management to individual clients of all ages, managing roughly $28.6 million for a small client base (about 36 clients). Services include comprehensive financial planning, special project work, and portfolio management implemented through mutual funds, CDs, corporate bonds, and select individual securities, with fees charged for services rather than commissions.
The firm’s investment approach emphasizes asset allocation as the primary determinant of portfolio returns, using financial planning software, risk-tolerance discussions, and regular reviews to tailor allocations and investment style (indexed or actively managed) to each client’s goals. Sentry discourages high levels of trading, monitors portfolios on a schedule set with the client, and maintains discretionary authority while generally consulting clients before implementing changes.
What distinguishes the firm is its combination of long tenure and technical background—leadership with decades of fixed‑income and mutual fund management experience and CFP® certification—alongside an explicit “fee-for-service” practice model. The advisor also maintains insurance and real estate licenses for educational purposes (without selling commission products), operates as a very small, single‑advisor practice with no account minimums, and does not participate in wrap‑fee or performance‑based fee programs.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Wealth management
General estate planning guidance
Fee options
Fixed fees for financial planning services, negotiated based on client request and complexity
Less Than $100,000 - $100,000: 2% Annually $100,000 - $250,000: 1.75% Annually $250,000 - $1,000,000: 1.50% Annually $1,000,000+: 1.00% Annually
$50 to $250 per hour, negotiable based on complexity
Fee-only: Financial planning fees charged as hourly rates ranging from $50 to $250 per hour, or fixed fees negotiated per project
Main office location
Sentry Consulting, Inc.
Charlotte NC, United States
Number of offices
1
Most active in
Sentry Consulting, Inc. has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina
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.
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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.
Forms ADV
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