Sentinel Financial Planning, LLC

Overview

Sentinel Financial Planning, LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm combines fee-based planning — including percentage-of-AUM, hourly, and fixed-fee arrangements — with hands-on portfolio oversight. Sentinel positions itself as a client-focused planner rather than a product-driven broker, directing allocations primarily to public mutual funds while keeping a compact client roster that supports personalized service. Investment activity tilts toward traditional, diversified public-market vehicles rather than proprietary products or complex in-house strategies. The firm is not an active ESG investor and does not identify as a capital allocator to third‑party alternative managers. Sentinel’s work is oriented to straightforward asset allocation, ongoing portfolio monitoring and financial planning tasks suited to households and closely held businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices