# Zach Gentry

> Zach Gentry is a fee-only financial advisor at Gentry Financial in Fishers, Indiana, who holds the CFP, CKA and CPA credentials. Zach focuses on tax planning, estate & legacy planning and retirement planning. Gentry Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/zach-gentry/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Gentry Financial
- **Based in:** Fishers, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $20.7M across 49 accounts
- **Credentials:** CFP, CKA, CPA
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **CRD:** 6748106 (https://adviserinfo.sec.gov/individual/summary/6748106)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://gentryfp.com

## Frequently asked questions

### Is Zach Gentry a fee-only financial advisor?

Yes. Zach Gentry is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Zach's firm.

### How does Zach charge for financial advice?

Zach's firm, Gentry Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Zach Gentry based?

Zach Gentry is based in Fishers, Indiana.

### What does Zach specialize in?

Zach's specialties include tax planning, estate & legacy planning and retirement planning.

### What credentials does Zach Gentry hold?

Zach Gentry holds the CFP, CKA and CPA credentials.

### Is Zach Gentry registered with the SEC?

Yes. Zach Gentry is registered as an investment adviser representative in IN (CRD 6748106), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Gentry Financial manage?

Gentry Financial reports $20.7M across 49 accounts in assets under management.

### How do I contact Zach Gentry?

Through Zach's website, gentryfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/51629): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.gentryfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.