Sentinel Financial Planning, LLC fees and pricing
Financial planner in Edgewater, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Sentinel Financial Planning, LLC charges $300 an hour, a flat or project fee of $500, and a monthly fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“In the event of an early termination, prior to the initial financial plan being completed, the unearned portion of the upfront fee will be prorated based on the amount of work completed at the hourly rate of $300 and refunded to the client.”
- Flat or project fee
- $500
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $250 per month.”
- Monthly fee
- $250/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sentinel Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Sentinel Financial Planning, LLC’s fees compare
- Its hourly rate of $300 matches the Maryland median of $300. 42% of the 156 other Maryland planners that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Maryland median of $4,335. 6% of the 133 other Maryland planners that publish a flat or project fee charge less.
- None of the 2 other planners in Edgewater that publish a flat or project fee charge less.
About Sentinel Financial Planning, LLC
- Principal: Mark Humphries
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- 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
- 1% a year
- Clients
- 48
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7,156,146
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298782
- Phone
- (443) 906-1565
Other planners in Edgewater that publish fees
- Dependent Financial PlanningEdgewater$320/hr, $840-$8,000
- Harmony Wealth Advisors, LLCEdgewater$1,250-$5,000
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
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.