Mark Humphries is a CFP-designated registered investment advisor at Sentinel Financial Planning, LLC, based in Edgewater, MD, with 14 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Federal Employees, Gen X, Investment Management, and 3 more. Their firm serves 36 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Contact
Mark Humphries
Location
Edgewater, MD
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Sentinel Financial Planning, LLC
Previous Registrations
Bayview Investment Counsel, INC
International Money Management Group, INC.Broker
State Registrations1 state
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
Additional Information
Sentinel Financial Planning, LLC is a fee-only registered investment advisor in Edgewater, MD. We help government employees manage their investments and plan for retirement. Our services include personal investment management, retirement planning, estate planning, and education planning.