Sarah Charles is a registered investment advisor at Sanctuary Financial Planning, LLC, based in Charlotte, NC, with 18 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 39 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Sanctuary Financial Planning manages investments as part of their comprehensive wealth management service, which has a flat annual fee. They build and implement a low-cost, globally diversified investment strategy tailored to your financial plan, risk profile, and time horizon. They monitor and rebalance your portfolio and employ tax-smart management strategies. Investment management is discretionary, meaning they can make changes without asking you first.
Location
601 South Kings Drive, Suite F-155, Charlotte, NC, 28204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sanctuary Financial Planning, LLC
Previous Registrations
Forvis Wealth Advisors, LLC
Dixon Hughes Goodman Wealth Advisors LLC
Dixon Hughes Goodman Wealth Advisors LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.