Gentry Private Wealth fees and pricing

Financial planner in Wichita, Kansas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 29, 2026, Gentry Private Wealth charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Fees for Financial Planning and Consulting Services Clients that are receiving financial planning and/or consulting services, separate from investment management services, are charged a fixed fee or can be assessed an $350 hourly rate.”

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

How Gentry Private Wealth bills

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

  • “An initial portion of the fee may be due upon entering into an agreement with the Firm and the remainder will be due either upon completion of the plan or billed monthly.”
  • “Ongoing financial planning and/or consulting services (including plan updates, new analyses, and/or projections) can be provided and charged via an annual retainer fee, billed monthly.”
  • “Actual fees charged are clearly outlined in the financial planning agreement and clients receive invoices reflecting the amount of the fee due and payable.”

How Gentry Private Wealth’s fees compare

  • Its hourly rate of $350 is above the Kansas median of $250. 83% of the 59 other Kansas planners that publish an hourly rate charge less.
  • 2 of the 4 other planners in Wichita that publish an hourly rate charge less.

About Gentry Private Wealth

  • Principal: Jeff Wetta
  • Firm size: 8 employees.
  • Credentials named in the brochure: CPA.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
241
Employees
8
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and newsletters and publications
Assets managed
$307,748,295
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
323208
Website
linkedin.com/company/gentry-private-wealth (opens in new tab)
Phone
(316) 613-7570

Can advise clients in 5 states: California, Kansas, Missouri, Nebraska, Texas

Other planners in Wichita that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.