SANCTUARY FINANCIAL PLANNING, LLC
CRD 325857 · SEC 801-136364
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$102.2M
Discretionary AUM
$41.4M
Team
3 total employees; 2 advisory reps; 24 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.6M |
| High net worth individuals | 36 | $99.6M |
All web addresses on file
- https://www.sanctuaryfp.com/
- https://sanctuaryfinancialplanning.com/
- https://www.linkedin.com/in/sarah-k-charles/
- https://www.instagram.com/sarahkcharles
- https://www.facebook.com/sanctuaryfinancialplanning
- https://www.instagram.com/planwithjim
- https://www.tiktok.com/@planwithjim
- https://www.tiktok.com/@sarahkcharles
- https://www.linkedin.com/in/jim-charles/
- http://www.youtube.com/@sarahkcharles
- https://www.youtube.com/channel/UC9iyeh7SYmopUAYbDWWwLRg
- https://www.linkedin.com/company/sanctuaryfinancialplanning/
- https://sanctuaryfinancialplanning.com/from-work-to-whats-next/
Official SEC filing: View on IAPD