Caitlin Sharp
Gentry Private Wealth · Wichita, Kansas
Caitlin Sharp is a fee-only financial advisor at Gentry Private Wealth in Wichita, Kansas, who holds the CFP credential. Caitlin focuses on small business owners, estate & legacy planning and family wealth transfer. Gentry Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Gentry Private Wealth |
|---|---|
| Based in | Wichita, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $307.7M across 800 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS · CRD 8164594 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | gentry-wealth.com |
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Questions about Caitlin
Is Caitlin Sharp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caitlin holds no broker registration, and Gentry Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caitlin charge for financial advice?
Caitlin's firm, Gentry Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Caitlin Sharp based?
Caitlin Sharp is based in Wichita, Kansas.
What does Caitlin specialize in?
Caitlin's specialties include small business owners, estate & legacy planning and family wealth transfer. Caitlin works with founders, executives and multi-generational families.
What credentials does Caitlin Sharp hold?
Caitlin Sharp holds the CFP credential.
Is Caitlin Sharp registered with the SEC?
Yes. Caitlin Sharp is registered as an investment adviser representative in KS (CRD 8164594), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gentry Private Wealth manage?
Gentry Private Wealth reports $307.7M across 800 accounts in assets under management.
How do I contact Caitlin Sharp?
Through Caitlin's website, gentry-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Gentry Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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