Sentry Consulting, Inc. fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Sentry Consulting, Inc. charges $50-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50-$250/hr
“Service fees are not credited toward Investment Management fees. 8 (3)The suggested hourly rate can range from $50.00 - $250.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sentry Consulting, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any recommendations may be implemented through the avenue of the client’s choosing and fees are negotiable.”
- “The rate is negotiable based on circumstances, nature of the request, complexity of the client’s situation and estimated time involved.”
- “Clients are billed directly for services rendered.”
How Sentry Consulting, Inc.’s fees compare
- Its hourly rate of $50-$250 is below the North Carolina median of $300. 2% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 1 of the 34 other planners in Charlotte that publish an hourly rate charge less.
About Sentry Consulting, Inc.
“The Mission Statement for Sentry Consulting, Inc. is to help people of all ages navigate financial aspects of their lives (earning, spending, saving, investing and giving) by always acting in their best interests through the provision of personal financial planning and investment management services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 1996 (30 years).
Planning areas mentioned in the brochure
- Retirement planning
- 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
- 2% a year
- Clients
- 36
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $28,594,001
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117190
- Phone
- (704) 641-2191
Can advise clients in 2 states: North Carolina, South Carolina
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$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.