# Gregory Powell

> Gregory Powell is a fee-only financial advisor at Sentry Advisors in San Francisco, California. Sentry Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-powell/
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
- **CRD:** 2361930 (https://adviserinfo.sec.gov/individual/summary/2361930)
- **SEC registration:** Investment adviser representative in CA, TX, WA
- **Exams passed:** Series 63 (1993), Series 65 (2000)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://sentryadv.com

## Frequently asked questions

### Is Gregory Powell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory 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 Gregory charge for financial advice?

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

### Where is Gregory Powell based?

Gregory Powell is based in San Francisco, California.

### Is Gregory Powell registered with the SEC?

Yes. Gregory Powell is registered as an investment adviser representative in CA, TX and WA (CRD 2361930), 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 Gregory Powell?

Through Gregory's website, sentryadv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2361930): 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.