# Sentry Financial Planning, LLC

> Sentry Financial Planning, LLC is a state-registered investment advisory firm, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 146687
- Filed as: SENTRY FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146687
- AdvisorCensus page: https://advisorcensus.com/firm/sentry-financial-planning-llc-146687

## Quick answers

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

**Is Sentry Financial Planning, LLC registered with the SEC or a state?**
Sentry Financial Planning, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146687.

**How much does Sentry Financial Planning, LLC manage?**
Sentry Financial Planning, LLC reports $49,417,708 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (0% discretionary).

**What types of clients does Sentry Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (3).

**Does Sentry 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/146687

## 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: $49,417,708
- Discretionary: $0
- Non-discretionary: $49,417,708

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,804,897 |
| High net worth individuals | 12 | $47,612,811 |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sentryfinancialplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sentry Financial Planning, LLC (CRD 146687): Form ADV filing data as of October 2026.