Susanna Han
Sentry Advisors · San Francisco, California
Susanna Han 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 · CRD 5337341 |
| Exams passed | Series 66 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sentryadv.com |
How Susanna'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 Susanna
Is Susanna Han a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susanna 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 Susanna charge for financial advice?
Susanna's firm, Sentry Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Susanna Han based?
Susanna Han is based in San Francisco, California.
Is Susanna Han registered with the SEC?
Yes. Susanna Han is registered as an investment adviser representative in CA (CRD 5337341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sentry Advisors manage?
Sentry Advisors reports $2.41B across 629 accounts in assets under management.
How do I contact Susanna Han?
Through Susanna'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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