Sanctuary Financial Planning, LLC

Overview

Sanctuary Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small businesses. Its fee model is non-asset-based: clients are billed on an hourly or fixed-fee basis rather than through percentage advisory fees. The firm does not position itself as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Sanctuary’s practice appears centered on advisory relationships that emphasize planning and discretionary or non-discretionary portfolio oversight rather than running proprietary funds or acting as an external allocator to private deals.

Assets & Accounts

Public Holdings

Investments & Alternatives