# Alexander Flagg

> Alexander Flagg is a fee-only financial advisor at Sentry Advisors in San Francisco, California, who holds the CFP credential. Sentry Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/alexander-flagg/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sentry Advisors
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.41B across 629 accounts
- **Credentials:** CFP
- **CRD:** 2145450 (https://adviserinfo.sec.gov/individual/summary/2145450)
- **SEC registration:** Investment adviser representative in CA, TX, WA
- **Exams passed:** Series 63 (1992), Series 65 (2004)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://sentryadv.com

## Frequently asked questions

### Is Alexander Flagg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Sentry Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alexander charge for financial advice?

Alexander's firm, Sentry Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Alexander Flagg based?

Alexander Flagg is based in San Francisco, California.

### What credentials does Alexander Flagg hold?

Alexander Flagg holds the CFP credential.

### Is Alexander Flagg registered with the SEC?

Yes. Alexander Flagg is registered as an investment adviser representative in CA, TX and WA (CRD 2145450), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Sentry Advisors manage?

Sentry Advisors reports $2.41B across 629 accounts in assets under management.

### How do I contact Alexander Flagg?

Through Alexander's website, sentryadv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2145450): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.