# Sentinel Financial Planning, LLC

> Sentinel Financial Planning, LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 298782
- Filed as: SENTINEL FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298782
- AdvisorCensus page: https://advisorcensus.com/firm/sentinel-financial-planning-llc-298782

## Quick answers

**How is Sentinel Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sentinel Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Sentinel Financial Planning, LLC registered with the SEC or a state?**
Sentinel Financial Planning, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 298782.

**How much does Sentinel Financial Planning, LLC manage?**
Sentinel Financial Planning, LLC reports $7,156,146 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Sentinel Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48).

**Does Sentinel Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298782

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,156,146
- Discretionary: $7,156,146
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $7,156,146 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sentinelfp.com
- Facebook @SentinelFinancialPlanning
- Instagram @sentinel_financial_planning
- LinkedIn @sentinel-financial-planning-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sentinel Financial Planning, LLC (CRD 298782): Form ADV filing data as of October 2026.