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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
About Sentinel Financial Planning, LLC
Sentinel Financial Planning, LLC is an Edgewater, MD-based RIA founded by CFP Mark Humphries serving small business owners, federal employees, and U.S. military members, including virtually. The firm provides comprehensive planning and investment management, plus small business retirement plans and estate planning. A key niche is TSP/FERS and Social Security retirement planning; custody is primarily at Charles Schwab.
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Owner & Executives
MARK THOMAS HUMPHRIES
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #5955812
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,156,146 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,156,146 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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