RIA Intel›Advisers›Massachusetts›SENTRY FINANCIAL PLANNING, LLC

SENTRY FINANCIAL PLANNING, LLC

Advisory

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in MA

#1,157

of 1,590 advisers by AUM

Average account

$341K

across 145 accounts

AUM per adviser

$49M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$49M

Discretionary AUM$0

Non-Discretionary AUM$49M

Discretionary %0%

Total Clients15

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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REVOLUTION CAPITAL, INC

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+0.2% 1Y

VISTA WAY ADVISORS, LLC

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