Kathy Stanley
Sentry Consulting · Charlotte, North Carolina
Kathy Stanley is a fee-only financial advisor at Sentry Consulting in Charlotte, North Carolina, who holds the CFP credential. Sentry Consulting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Kathy →
Facts
| Firm | Sentry Consulting |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.6M across 83 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, SC · CRD 1454395 |
| Exams passed | Series 63 (1993) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Kathy's firm compares
- Sentry Consulting's average account is about $345,000, from its Form ADV (assets managed divided by 83 accounts).
Request an introduction to Kathy
Tell Kathy a little about what you're looking for. Kathy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kathy
Is Kathy Stanley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathy holds no broker registration, and Sentry Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathy charge for financial advice?
Kathy's firm, Sentry Consulting, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kathy Stanley based?
Kathy Stanley is based in Charlotte, North Carolina.
What credentials does Kathy Stanley hold?
Kathy Stanley holds the CFP credential.
Is Kathy Stanley registered with the SEC?
Yes. Kathy Stanley is registered as an investment adviser representative in NC and SC (CRD 1454395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sentry Consulting manage?
Sentry Consulting reports $28.6M across 83 accounts in assets under management.
How do I contact Kathy Stanley?
Contact details aren't on file yet. Search for Sentry Consulting.
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
- 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.
See something wrong? Request a correction. Read our methodology.