GA
GA

Gentry Arnette

5 Years of Experience
Macon, GA
1 DisclosureBrokerSells Insurance

Gentry Arnette is a registered investment advisor at VALIC Financial Advisors, INC., based in Macon, GA, with 5 years of industry experience. Gentry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

125 Plantation Centre Drive, Suite 200, Macon, GA, 31210

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2021
Pending
Other Business ActivitiesSells Insurance

Gentry is an agent for AGIA, selling non-securities insurance products since March 2023. This requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
March 2023 - Present · 3 yrs 2 mos
VALIC Financial Advisors, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Skypoint Capital Partners, LLCBroker
August 2021 - May 2022 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2011 - July 2012 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - July 2012 · 1 yr 4 mos
State Registrations6 states
ALFLGANVPASC
AdvisorBrokerBoth

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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