Sanctuary Financial Planning, LLC

EST. AUM
$102,173,006

CONTACTS

CLIENT ACCOUNTS
67

Firm Details

Metro area Charlotte
CRD Number 325857
Website sanctuaryfinancialplanning.com
Client types

Overview

Sanctuary Financial Planning, LLC is a North Carolina-based registered investment adviser founded in 2023 and owned by James “Jim” Charles and Sarah Charles. The firm provides fee-only fiduciary wealth management under a flat-fee model, combining financial planning, discretionary investment management, tax planning, retirement planning, and ongoing portfolio monitoring.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sanctuary Financial Planning, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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