Sweetgrass Financial Planning, LLC

Overview

Sweetgrass Financial Planning, LLC is an independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm focuses on planning and portfolio services for individuals and families and also works with small-business clients. Its advisory work includes comprehensive financial planning, portfolio management for individuals and small businesses, selecting third‑party advisers on behalf of clients, and running educational seminars and workshops. Sweetgrass positions itself as a capital allocator but, based on reporting, runs advisory relationships that are effectively non‑discretionary — the entirety of reported assets are classified as non‑discretionary. Fee arrangements are mixed and include a percentage of assets under management, hourly charges and fixed fees. The firm does not report an active ESG investing mandate and is not listed as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices