SENTRY FINANCIAL PLANNING, LLC

SENTRY FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 146687). Regulatory assets under management: $49.4M.

Registration

• CRD: 146687
• Type: Registered investment adviser
• Phone: 978-852-8697
• Latest filing: 2026-01-29
• Regulatory AUM: $49.4M
• Non-discretionary AUM: $49.4M
• Clients: 2
• Accounts: 145

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146687 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search