Firm
Sentinel Financial Planning, LLC
Edgewater, Maryland
Fee-only
Sentinel Financial Planning, LLC at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 48 individual clients.
- Its average account is about $83,000 (assets it manages divided by its 86 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Edgewater, Maryland |
|---|---|
| Website | sentinelfp.com |
| [email protected] | |
| Phone | (443) 906-1565 |
Sentinel Financial Planning, LLC fees
Sentinel Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 48 |
| Accounts managed | 86 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 298782 |
Advisors at this firm (1)
Other fee-only firms in Maryland
- Serene Financial Solutions · Gaithersburg
- Sherman Wealth · Gaithersburg
- Silverstone Financial · Owings Mills
- Snyder Asset Management · Hunt Valley
- Society Investment Management · Baltimore
- Sovereign Financial Services · Phoenix
- Steeley Advisory · Bethesda
- Stratus Capital Management · Kensington