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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-2008
- Office Locations
- 2
Office Locations
About Sentry Financial Planning, LLC
Sentry Financial Planning, LLC is a fee-only fiduciary RIA in Andover, MA specializing in retirement planning for households within five years of retirement or recently retired. The firm provides holistic financial planning and investment management, including portfolio construction using ETFs and mutual funds, with tax, estate, and insurance planning support. Custody commonly at Schwab or Vanguard.
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Investment Themes
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Owner & Executives
HELENE M SPOTO
Chief Compliance Officer, Operations Manager
- CRD
- --
- Ownership
- 50% but less than 75%
JOHN SALVATORE SPOTO
Certified Financial Planner, Chief Executive Officer, President
- CRD
- #5507127
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $49,417,708 | -- |
| Total | $49,417,708 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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