Sentry Financial Planning

Phone: (978) 475-2533

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Our Fees

Simple, Straightforward and Affordable

Our goal is to provide you with the highest level of service and advice at the best possible price. We keep our fees simple so our clients can make an informed decision when they engage our services. You only pay for the level of service you need. When you work with us, you will know the cost in writing before the engagement begins.

Financial Planning Services

This option is for clients who come to us for a complete financial plan or need to address specific issues. The fee will be based upon the complexity of the engagement and the amount of time we estimate it will take for us to complete it. The typical range of fees is as follows:

Fees for Financial Planning Services
Broad-Based Plans
$2,500 - $3,500
Investment and Retirement Plans
$1,500 - $2,500

Annual Retainer Services

This option is best suited for clients who don’t have the time, interest or experience to devote to implementing or managing their financial plan and recognize the value of an ongoing relationship with a trusted advisor. Our annual retainer fee schedule is as follows:

Fees for Annual Retainer Services
Invested Assets
Annual Fee %
First $1,000,000
.75%*
Next $1,000,000
.50%
Subsequent Amounts
.25%
*Minimum annual fee is $3,000

Examples of Fee Calculations

Example 1
$250,000 Portfolio
Example 2
$1,000,000 Portfolio
$250,000
$3,000
Total Annual Fee
$3,000
Fee % For The Portfolio
1.2%
$1,000,000 x .75%
$7,500
Total Annual Fee
$7,500
Fee % For The Portfolio
.75%
 
Example 3
$1,500,000 Portfolio
Example 4
$2,500,000 Portfolio
$1,000,000 x .75%
$7,500
$500,000 x .50%
$2,500
Total Annual Fee
$10,000
Fee % For The Portfolio
.67%
$1,000,000 x .75%
$7,500
$1,000,000 x .50%
$5,000
$500,000 x .25%
$1,250
Total Annual Fee
$13,750
Fee % For The Portfolio
.55%


Seminars & Workshops

We offer presentations for organizations and groups. We have several financial topics to choose from to meet the needs of your group. Prices start at $950.

All proceeds from these seminars go directly to Fisher House Boston. This house provides free-living accommodations to family members of wounded soldiers returning from Iraq and Afghanistan who are undergoing treatment at the VA Hospital in Boston, allowing them to be close to their loved ones during treatment and recovery.


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Copyright © 2014 Sentry Financial Planning, LLC All Rights Reserved
2 Elm Square, Suite 320, Andover, MA 01810
NEW LOCATION! 49 Lowell Street First Floor Peabody, MA 01960
Phone: (978) 475-2533

A full service financial planning firm serving clients North of Boston, on the Northshore, in the Merrimack Valley, and Essex County.