Sarah Charles
Sanctuary Financial Planning · Charlotte, North Carolina
Sarah Charles is a fee-only financial advisor at Sanctuary Financial Planning in Charlotte, North Carolina. Sanctuary Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sanctuary Financial Planning |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $102.2M across 67 accounts |
| SEC registration | Investment adviser representative in CA, NC, TX · CRD 5461219 |
| Exams passed | Series 65 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | sanctuaryfinancialplanning.com |
How Sarah's firm compares
- Sanctuary Financial Planning's average account is about $1.5 million, from its Form ADV (assets managed divided by 67 accounts).
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Questions about Sarah
Is Sarah Charles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Sanctuary Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sarah charge for financial advice?
Sarah's firm, Sanctuary Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Sarah Charles based?
Sarah Charles is based in Charlotte, North Carolina.
Is Sarah Charles registered with the SEC?
Yes. Sarah Charles is registered as an investment adviser representative in CA, NC and TX (CRD 5461219), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sanctuary Financial Planning manage?
Sanctuary Financial Planning reports $102.2M across 67 accounts in assets under management.
How do I contact Sarah Charles?
Through Sarah's website, sanctuaryfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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