Firm
Sentinel Wealth & Tax
Bonita Springs, Florida
Fee-only
Sentinel Wealth & Tax at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 20 individual clients, 9 of them high net worth.
- Its average account is about $700,000 (assets it manages divided by its 49 accounts).
- Its ongoing planning fee starts at $2,388 a year, below the Florida median of $4,200.
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Bonita Springs, Florida |
|---|---|
| Website | sentinelwealth.co |
| Phone | (239) 948-0314 |
Sentinel Wealth & Tax fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,388 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"$199 per month" source
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 · Fixed fees |
|---|---|
| Assets managed | $34 million |
| Individual clients | 11 |
| High-net-worth clients | 9 |
| Accounts managed | 49 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 122923 |