Jerald Betts
Gentry Private Wealth · Wichita, Kansas
Jerald Betts is a fee-only financial advisor at Gentry Private Wealth in Wichita, Kansas. Jerald 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 |
| SEC registration | Investment adviser representative in KS · CRD 7680730 |
| Exams passed | Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | gentry-wealth.com |
| Profile |
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Questions about Jerald
Is Jerald Betts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerald 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 Jerald charge for financial advice?
Jerald's firm, Gentry Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jerald Betts based?
Jerald Betts is based in Wichita, Kansas.
What does Jerald specialize in?
Jerald's specialties include small business owners, estate & legacy planning and family wealth transfer. Jerald works with founders, executives and multi-generational families.
Is Jerald Betts registered with the SEC?
Yes. Jerald Betts is registered as an investment adviser representative in KS (CRD 7680730), 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 Jerald Betts?
Through Jerald'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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