Sentinel Wealth Inc fees and pricing
Financial planner in Bonita Springs, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Sentinel Wealth Inc charges a monthly fee of $599 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $599/mo
“This service is provided on a monthly retainer basis of $599 and is intended to complement, not replace, investment management services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sentinel Wealth Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment management fee in the first month of service is prorated from the inception date of the account to the end of the first month.”
- “Fees are negotiable at the sole discretion of the Advisor.”
- “Fees are negotiable depending on the size and complexity of the Plan.”
About Sentinel Wealth Inc
- Firm size: 3 employees.
- Credentials named in the brochure: CPA.
- Founded: 2003 (23 years).
Firm details from Form ADV
- 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
- 0.69% a year
- Clients
- 20
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $34,292,181
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122923
- Phone
- (239) 948-0314
Other planners in Bonita Springs that publish fees
- Foliage FinancialBonita Springs$225/hr
- Genesis Wealth Planning, LLCBonita Springs$200/hr, $50-$10,000
- Nova Wealth Management, Inc.Bonita Springs$250/hr, $250/qtr
- Pelican Wealth Advisors, LLCBonita Springs$250/hr, $5,000
- Rinaldi Wealth Management, Inc.Bonita Springs$450-$5,000
- The Investment Advisory Office of Christopher Mikes, P.A.Bonita Springs$395/hr, $395-$5,000
Is something on this page wrong or out of date?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.