Sentara Capital fees and pricing
Financial planner in Marietta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 5, 2026, Sentara Capital charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The rate is $150 per hour that will be billed in 15-minute (quarter-hour) increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sentara Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees will be billed monthly, in advance, per the following table.”
- “Our published fees may be negotiable; however, this will be determined by our chief compliance officer.”
- “Fees may be paid by check or bank draft.”
How Sentara Capital’s fees compare
- Its hourly rate of $150 is below the Georgia median of $250. 6% of the 169 other Georgia planners that publish an hourly rate charge less.
- None of the 14 other planners in Marietta that publish an hourly rate charge less.
About Sentara Capital
- Principal: William Allen
- Firm size: 3 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Divorce
- 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
- 169
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
- Assets managed
- $119,566,470
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 161132
- Phone
- (770) 509-5305
Can advise clients in 6 states: Alabama, Georgia, North Carolina, Nebraska, Tennessee, Texas
Other planners in Marietta that publish fees
- American Financial Advisors, LLC.Marietta$150/hr, $500
- Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr, $10,000-$15,000
- Brown Capital Advisors, LLCMarietta$2,000-$10,000, $30,000-$75,000/yr
- JPG Wealth ManagementMarietta$250/hr, $1,000-$15,000
- Kenwyck CapitalMarietta$300/hr, $3,000-$4,500
- Lassiter Financial Advisors, LLCMarietta$225/hr
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.