Firm
Sanctuary Financial Planning, LLC
Charlotte, North Carolina
Fee-only
Sanctuary Financial Planning, LLC at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 3 employees and 44 individual clients, 36 of them high net worth.
- Its average account is about $1.5 million (assets it manages divided by its 67 accounts).
- Its ongoing planning fee starts at $9,800 a year, above the North Carolina median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | sanctuaryfp.com |
| [email protected] | |
| Phone | (704) 705-8773 |
Sanctuary Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $9,800 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Our comprehensive wealth management is delivered for a flat fee of $2,450 per quarter" source
"There are no asset minimums because we believe that everyone benefits from independent, objective financial advice" source
"Comprehensive Wealth Management includes financial planning and investment management for one transparent, flat quarterly fee." source
"Our comprehensive wealth management is delivered for a flat fee of $2,450 per quarter" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $102 million |
| Individual clients | 8 |
| High-net-worth clients | 36 |
| Accounts managed | 67 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-136364) |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 325857 |