Sentinel Advisory Group, LLC fees and pricing

Financial planner in Middleton, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 27, 2026, Sentinel Advisory Group, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500.”

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

“In most cases, the annual platform or program fee is payable quarterly in advance and is computed as one-quarter of the annual fee based on the total value of your account on the last business day of the previous quarter.”
“Unless otherwise agreed, payment of the management fee will be made quarterly, in arrears, and calculated as one-quarter of the management fee based on the participant account’s balance on the last day of the previous calendar quarter.”
“In most cases, the annual account management fees are payable quarterly in advance and are computed as one-quarter of the annual fee based on the account’s AUM on the last business day of the previous calendar quarter.”

Its hourly rate of $500 is above the Wisconsin median of $300. 88% of the 95 other Wisconsin planners that publish an hourly rate charge less.
2 of the 4 other planners in Middleton that publish an hourly rate charge less.

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: 1.5% a year
Clients: 379
Employees: 10
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $320,751,824
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 338121
Website: instagram.com/sentineladvisorygroup (opens in new tab)
Phone: (608) 579-9350

Is something on this page wrong or out of date?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.