Sentry Financial Planning

Phone: (978) 475-2533

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Garret Planning Network

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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
Next $1,000,000
Subsequent Amounts
*Minimum annual fee is $3,000

Examples of Fee Calculations

Example 1
$250,000 Portfolio
Example 2
$1,000,000 Portfolio
Total Annual Fee
Fee % For The Portfolio
$1,000,000 x .75%
Total Annual Fee
Fee % For The Portfolio
Example 3
$1,500,000 Portfolio
Example 4
$2,500,000 Portfolio
$1,000,000 x .75%
$500,000 x .50%
Total Annual Fee
Fee % For The Portfolio
$1,000,000 x .75%
$1,000,000 x .50%
$500,000 x .25%
Total Annual Fee
Fee % For The Portfolio

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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2 Elm Square, Suite 320, Andover, MA 01810
Crane Brook Office Park - 150A Andover Street Suite 1 Danvers, MA 01923
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.

Copyright © 2015 Sentry Financial Planning, LLC All Rights Reserved