Mark Humphries, CFP® Sentinel Financial Planning, LLC

Contact this advisor

About Mark Humphries, CFP®

Mark is a CERTIFIED FINANCIAL PLANNER™ professional located in Maryland. Through his personal and professional experiences he has learned how to help government employees and members of the military with their financial planning needs. Mark holds an undergraduate degree in Business Administration and has worked in the financial industry since 2011. While building a foundation in the industry Mark realized there was more he could do to serve clients. He earned a graduate degree in Personal Financial Planning. The coursework expanded the knowledge he needed to help clients and their families with tax, insurance, retirement, and estate planning and investment management.

Prior to entering the financial industry, Mark worked in the automotive field. It was at this stage in his life that he became interested in financial planning. Upon starting his first full-time job after the military, he was presented with the option to enroll into his employer’s 401(k) plan. Mark turned everywhere for help with understanding what he should do. However, no one was able to guide him. So, he began reading and researching everything he could find related to saving for retirement.

Prior to working in the financial and automotive industries, Mark was enlisted in the U.S. Marine Corps. During his enlistment, he became familiar with the challenges military service members and their families face. He also became aware of the resources and tools available to them in difficult times. While enlisted Mark was deployed for Operation Iraqi Freedom and witnessed firsthand the strains being separated from family can cause.

Contact this advisor

Ideal Clients

  • Gen Y/Millennials
  • Government Employees
  • Military & Veterans
  • Offers Free Assistance to Furloughed Government Workers
  • Public Service Employees

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly fee: $200/mo + $500 upfront fee
  • Flat fee: $2,500+/engagement
  • Hourly fee: $250/hr
  • AUM: 1%

SEC Records

 

States Registered

  • Maryland

Loading...