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CFA

Gary Stentz

Independent Financial Partners
15 Years of Experience
New Albany, OH
Broker
View SEC Summary
View SEC Summary

Gary Stentz is a CFA-designated registered investment advisor at Independent Financial Partners, based in New Albany, OH, with 15 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B in assets under management.

Independent Financial Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
318 advisors
Number of Clients
54,154 clients
Average Client Portfolio
$301K average
Assets Under Management
$16.3B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $30.0M1.65%
$30.0M - $60.0M1.25%
$60.0M - $90.0M1.10%
$90M+1.00%

Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7775 Walton Pkwy, Unit 225, New Albany, OH, 43054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Independent Financial Partners
September 2026 - Present · 1 mo
Ifp Securities, LLC
June 2026 - Present · 4 mos
Ifp Securities, LLCBroker
June 2026 - Present · 4 mos
Previous Registrations
Lynx Capital, LLCBroker
March 2017 - May 2024 · 7 yrs 2 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
February 2011 - April 2015 · 4 yrs 2 mos
Invesco Aim Distributors, INC.Broker
November 2008 - January 2010 · 1 yr 2 mos
Allianz Global Investors Distributors LLCBroker
September 2005 - February 2008 · 2 yrs 5 mos
Rcm Distributors LLCBroker
March 2005 - January 2008 · 2 yrs 10 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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