Zach Gentry
Gentry Financial · Fishers, Indiana
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.
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Specialties
Facts
| Firm | Gentry Financial |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $20.7M across 49 accounts |
| Credentials | CFP · CKA · CPA |
| SEC registration | Investment adviser representative in IN · CRD 6748106 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | gentryfp.com |
| Profile |
How Zach's firm compares
- Gentry Financial's average account is about $422,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Zach
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Gentry Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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