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Advisors / Massachusetts / Wakefield
7yrs

Lukas Eldridge

Financial advisor at Sentinel Pension Advisors, LLC.

Based in Wakefield, Massachusetts, Lukas Eldridge is a fiduciary financial advisor with 7 years of industry experience. Lukas has been with Sentinel Pension Advisors, LLC. since 2025; before that, Lukas spent a year at IMA Advisory Services. Sentinel Pension Advisors, LLC. offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 139 advisors with offices in Wakefield, and one of 116 fiduciaries.

Wakefield, MA 01880Fiduciary advisor
Call the officeDirections

At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
Office100 Quannapowitt Parkway Suite 402, Wakefield, MA 01880
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$794,222
Advisors at the firm52
States licensed ?1 state

Services through Sentinel Pension Advisors, LLC.

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Jul 2025 – now
  2. Aug 2024 – May 2025
  3. 2019 – 2024

Questions to ask Lukas

Tailored to Lukas’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Lukas

How do I contact Lukas?

Call Sentinel Pension Advisors, LLC. at (781) 914-1361 and ask for Lukas Eldridge. Lukas works from the Wakefield, MA office.

How long has Lukas been a financial advisor?

Lukas has been in the industry since 2019, about 7 years. 7 years in the industry.

What licenses does Lukas hold?

Series 65. Tap any license on this page to see what it allows.

Is Lukas a fiduciary?

Lukas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Lukas paid?

Sentinel Pension Advisors, LLC. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Lukas for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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