Jim Charles
Sanctuary Financial Planning, LLC · Charlotte, North Carolina
Jim Charles is a fee-only financial advisor at Sanctuary Financial Planning, LLC in Charlotte, North Carolina, who holds the CFP and CFA credentials. Sanctuary Financial Planning, LLC reports charging hourly fees and fixed fees on its Form ADV.
Request an introduction to Jim →
Facts
| Firm | Sanctuary Financial Planning, LLC |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $102.2M across 67 accounts |
| Credentials | CFP · CFA |
| Firm size | 3 employees |
| Profile |
How Jim's firm compares
- Sanctuary Financial Planning, LLC's average account is about $1.5 million, from its Form ADV (assets managed divided by 67 accounts).
Request an introduction to Jim
Tell Jim a little about what you're looking for. Jim 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 Jim
Is Jim Charles a fee-only financial advisor?
Yes. Jim Charles is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Jim charge for financial advice?
Jim's firm, Sanctuary Financial Planning, LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Jim Charles based?
Jim Charles is based in Charlotte, North Carolina.
What credentials does Jim Charles hold?
Jim Charles holds the CFP and CFA credentials.
How much does Sanctuary Financial Planning, LLC manage?
Sanctuary Financial Planning, LLC reports $102.2M across 67 accounts in assets under management.
How do I contact Jim Charles?
Contact details aren't on file yet. Search for Sanctuary Financial Planning, LLC.
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
- 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.