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 a limited liability company. The firm is SEC-registered (registration year listed as 2026) and is owned by an individual. Its client focus is individual and family relationships, and the firm offers fee arrangements built around hourly charges and fixed fees rather than traditional AUM-based billing. Core advisory services center on financial planning and portfolio management for individuals and small businesses. Sanctuary does not identify as an active ESG investor and is not positioned as a pension consultant or capital allocator.
Assets & Accounts
Investments & Alternatives
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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