Daniel Patterson
Sweetgrass Financial Planning · Mt. Pleasant, South Carolina
Daniel Patterson is a fee-only financial advisor at Sweetgrass Financial Planning in Mt. Pleasant, South Carolina, who holds the CFP, MBA and EA credentials. Daniel charges an ongoing planning fee and a percentage of assets (ongoing planning from $4,800 a year).
Request an introduction to Daniel →
Facts
| Firm | Sweetgrass Financial Planning |
|---|---|
| Based in | Mt. Pleasant, South Carolina |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $4,800 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $7.6M across 66 accounts |
| Credentials | CFP · MBA · EA |
| SEC registration | Investment adviser representative in SC · CRD 5852280 |
| Exams passed | Series 63 (2011) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sweetgrassfp.com |
| Profile |
How Daniel's firm compares
- Ongoing planning starts at $4,800 a year, above the South Carolina median of $3,600 for fee-only firms that publish prices.
- Sweetgrass Financial Planning's average account is about $116,000, from its Form ADV (assets managed divided by 66 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
Is Daniel Patterson a fee-only financial advisor?
Yes. Daniel Patterson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daniel's firm.
How does Daniel charge for financial advice?
Daniel charges an ongoing planning fee and a percentage of assets.
How much does Daniel charge?
According to Sweetgrass Financial Planning's website, checked October 28, 2026: ongoing planning from $4,800 a year.
Does Daniel work with clients virtually?
Yes. Sweetgrass Financial Planning says on its website that it works with clients remotely.
Where is Daniel Patterson based?
Daniel Patterson is based in Mt. Pleasant, South Carolina.
What credentials does Daniel Patterson hold?
Daniel Patterson holds the CFP, MBA and EA credentials.
Is Daniel Patterson registered with the SEC?
Yes. Daniel Patterson is registered as an investment adviser representative in SC (CRD 5852280), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Sweetgrass Financial Planning manage?
Sweetgrass Financial Planning reports $7.6M across 66 accounts in assets under management.
How do I contact Daniel Patterson?
Through Daniel's website, sweetgrassfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Sweetgrass Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.