Sanctuary Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 325857
- Registered since
- May 27, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI97.5%
- Individuals2.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sanctuary Financial Planning, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management services including work for small businesses, charging clients on an hourly or fixed-fee basis rather than by AUM-based advisory fees. According to its snapshot data the firm registered with the SEC in 2026 and is owned by an individual principal. Sanctuary does not identify as an ESG investor and is not listed as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities14%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Contacts
3 of 3Alex Mathews
Investment Adviser RepresentativeCRD 8094622
Sarah Charles
Founder and Managing PrincipalCRD 5461219
James Charles
FounderCRD 1785950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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