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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 16 clients, or 16 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on January 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
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The full Sentry Financial Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Sentry Financial Planning, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.