Firm
Sweetgrass Financial Planning
Mt. Pleasant, South Carolina
Fee-only
Sweetgrass Financial Planning at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 25 individual clients.
- Its average account is about $116,000 (assets it manages divided by its 66 accounts).
- Its ongoing planning fee starts at $4,800 a year, above the South Carolina median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Mt. Pleasant, South Carolina |
|---|---|
| Website | sweetgrassfp.com |
| [email protected] | |
| Phone | (406) 660-8210 |
Sweetgrass Financial Planning 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 $4,800 a year |
|---|---|
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"Planning starts at $400/mo (individual) or $500/mo (couples)" source
"Planning starts at $400/mo (individual) or $500/mo (couples)" source
"Above that, an AUM fee applies per our ADV." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 25 |
| Accounts managed | 66 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 289291 |