Gregory Powell
Sentry Advisors · San Francisco, California
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.
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Facts
| Firm | Sentry Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.41B across 629 accounts |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 2361930 |
| Exams passed | Series 63 (1993) · Series 65 (2000) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | sentryadv.com |
| Profile |
How Gregory's firm compares
- Sentry Advisors's average account is about $3.8 million, from its Form ADV (assets managed divided by 629 accounts).
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Questions about Gregory
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
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
- 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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