Grow your practice at a fiduciary firm that supports you

You entered this profession to help clients — not to spend your time managing operational complexity, building infrastructure on your own, or promoting products you don’t believe in. Gentry Private Wealth is a fee-only independent RIA where advisors operate with fiduciary freedom, supported by an experienced team across operations, planning, and client service. Whether you’re an established or early-career advisor, we offer a foundation that enables professional development and promotes the value of comprehensive wealth planning.

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Built to advance wealth management careers

The wealth management industry is evolving. More advisors are leaving large broker-dealers and wirehouses to better serve clients. The independent fiduciary model continues to grow as both clients and advisors seek greater transparency, objectivity, and flexibility. But assembling the right support team, managing technology and compliance, and creating scalable processes can pull advisors away from what matters most: serving clients well. Gentry Private Wealth was built for advisors who want both — the freedom to act in their clients’ best interests and the infrastructure to deliver exceptional service without unnecessary complexity.

Gentry by the numbers

$1.8M

Average assets under management per household

5:3

Staff-to-advisor ratio

1:65

Advisor-to-household ratio

10 years

Average client tenure

Time devoted to client vs. average firm

(Data from Wichita Business Journal Book of Lists, 2022)

97%

Client retention rate

Why advisors choose Gentry

No product quotas. No proprietary funds to push. As a fee-only, fiduciary RIA, Gentry enables advisors to fulfill their commitment to act in their clients’ best interests. And clients can feel the difference.

Gentry works with high-net-worth families across Wichita and beyond. Advisors who join our firm gain access to an existing relationship network of clients who need comprehensive wealth planning.

You don’t have to do it all. Gentry provides dedicated support across financial planning, client administration, and operations so you can focus on relationships that require your knowledge and experience.

At Gentry, you inherit best-in-class wealth management technology, including tools used by top RIAs. We continually review our tech stack to ensure it delivers the greatest possible value to our team and clients.

Client onboarding, planning workflows, review processes, and communication standards are already in place. Our system not only works, but also saves the time you would have spent creating your own.

Through our partnership with a leading investment advisory, we have access to institutional-grade portfolio management services typically available at much larger firms.

Advisor
Testimonials

“After years in the industry, I joined Gentry because of the independence and resources here, which allow me to provide elevated solutions that are beyond many firms’ abilities.”

Jerald Betts, CPA, CGMA®

Wealth Advisor and Director of Virtual Family Office

“Gentry’s culture of support has been invaluable to my professional development. I have everything I need to make a positive impact on people’s lives and finances.”

Caitlin Sharp, CFP®

Wealth Advisor

Explore a future at Gentry

Start a confidential, no-pressure conversation by telling us a little about yourself.

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Advisor paths

Gentry supports advisors at every stage of their career.

Associate Wealth
Advisor

Early-career advisors building a client base in need of comprehensive wealth planning.

Wealth
Advisor

Experienced advisors ready to expand their clientele with institutional support behind them.

Senior Wealth
Advisor

Established advisors seeking the infrastructure, resources, and team to accelerate growth.

Standards and expectations

  • Experience aligned with Gentry’s core values, mission, and vision.

  • Credentials that support comprehensive planning.

  • A demonstrated history of building lasting client relationships.

  • Strong connection to the local market and community.

Next steps

  • Start with a confidential, low-pressure conversation.

  • Explore how you and Gentry align on values, goals, and clients.

  • Meet our team, the people dedicated to supporting your practice.

  • Decide together on your path forward with no obligation.

Your next chapter begins with a conversation

Advisors who join Gentry don’t just change firms. They change how they work.

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Common questions about Gentry

Peace of mind starts here

No matter who you are, achieving significant wealth naturally comes with elevated risks and financial complexities. Let’s identify and overcome them.

Talk to us first

You are now leaving the Gentry Private Wealth Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Gentry Private Wealth or any advisor(s) whose name(s) appears on this Website. Gentry Private Wealth is independently owned and operated. Schwab neither endorses nor recommends Gentry Private Wealth. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Gentry Private Wealth under which Schwab provides Gentry Private Wealth with services related to your account. Schwab does not review the Gentry Private Wealth Website, and makes no representation regarding the content of the Website. The information contained in the Gentry Private Wealth Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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