Gentry Financial is a registered investment advisor located in Fishers, Indiana, founded in May 2024 by Zach Gentry. The firm operates as a fee-only advisory practice, meaning it is compensated solely by client fees and does not earn commissions on product sales. Gentry Financial offers personalized investment management, ongoing financial planning, and project-based financial planning. The investment management service involves building tailored portfolios using stocks, bonds, mutual funds, exchange-traded funds, and sometimes third-party managers, while utilizing Modern Portfolio Theory and maintaining discretionary trading authority. Financial planning covers a broad range of topics including business consulting, cash flow and debt management, college savings, employee benefits, estate planning, insurance review, retirement projections, and tax planning strategies. The firm also provides retirement plan consulting services to employer plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are negotiable and paid quarterly in arrears based on average daily balance. Investment management is available to clients participating in ongoing financial planning, and ongoing planning fees are offset by investment management fees.
