Alex Mathews is a registered investment advisor at Sanctuary Financial Planning, LLC, based in Waxhaw, NC, with 1 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 44 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Financial Planning does not charge a percentage of your portfolio for investment management. Instead, investment management is bundled into their comprehensive wealth management service, which typically costs a flat annual fee of $9,800, billed quarterly in advance at $2,450. This fee covers both your ongoing financial planning and the management of your investment portfolio.
Location
Waxhaw, NC
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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
State Registrations3 states
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