Sentinel Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The fixed fee is not to exceed $5,000 and the hourly not to exceed $250 per hour.”

Flat or project fee

$5,000

From the same sentence as above.

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

How Sentinel Asset Management, LLC bills

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

• “Fees are negotiable based on factors such as size, complexity, and relationship).”
• “The advisory fee shall be billed and payable in arrears on a monthly basis within seven (7) days after the last day of each month based on the average daily balance of the account during the billing period.”
• “The fee shall be paid in advance via check made payable to Sentinel Asset Management, LLC prior to the preparation of the financial plan.”

How Sentinel Asset Management, LLC’s fees compare

• Its hourly rate of $250 is below the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is below the Connecticut median of $5,125. 37% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Sentinel Asset Management, LLC

• Firm size: 15 employees.
• Registered as an adviser: 2019 (7 years).

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

2% a year

Clients

495

Employees

15

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$63,243,905

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

302082

Website

sentinelassetmanagementllc.com (opens in new tab)

Phone

(203) 793-0707

Can advise clients in 4 states: Connecticut, Maryland, Pennsylvania, Virginia

Other planners in Connecticut that publish fees

• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Asset Management AssociatesSouth Windsor$250/hr
• Asset Management Group, Inc.Stamford$925/hr, $2,500⁠-⁠$10,000/yr

Compare all 227 planners in Connecticut