Gentry Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$5,000⁠-⁠$10,000

“Fixed fee rates range between $5,000 - $10,000.”

Quarterly fee

$1,250⁠-⁠$7,500/qtr

“Fees are paid quarterly in arrears, ranging from $1,250 - $7,500 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Gentry Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Gentry Financial’s fees compare

• Its hourly rate of $500 is above the Indiana median of $250. 93% of the 119 other Indiana planners that publish an hourly rate charge less.
• 6 of the 8 other planners in Fishers that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$10,000 is above the Indiana median of $5,000. 79% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Fishers that publish a flat or project fee charge less.

About Gentry Financial

• Principal: Zach Gentry
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$20,657,268

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331696

Website

gentryfp.com (opens in new tab)

Phone

(317) 331-8595

Other planners in Fishers that publish fees

• CBG & Company, Inc.Fishers$200⁠-⁠$300/hr
• Genesis Advisors, LLCFishers$125⁠-⁠$300/hr
• Heartland Financial PlannersFishers$299/hr, $2,950
• Hendershott Wealth Management, LLCFishers$350/hr, $1,000⁠-⁠$12,000
• Human Capital Wealth ManagementFishers$250/hr, $1,500⁠-⁠$5,000
• Pace Financial Group, LLCFishers$500/hr

Compare all 16 planners in Fishers