Sentry Financial Planning, LLC
Sentry Financial Planning, LLC (CRD# 146687) is a financial advisory firm headquartered in , . They manage $16,758,291 in 66 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts66ACCOUNTS
Average Account Value$253,914
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Spoto (CRD# 5507127) is an Investment Advisor Representative working at Sentry Financial Planning, LLC in Andover, MA and has over 8 years of experience in the finance industry.