SANCTUARY FINANCIAL PLANNING, LLC

SANCTUARY FINANCIAL PLANNING, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 325857). Regulatory assets under management: $102.2M.

Registration

• CRD: 325857
• SEC file number: 801-136364
• Type: Registered investment adviser
• Location: 601 SOUTH KINGS DRIVE, SUITE F-155, CHARLOTTE, NC, 28204
• Phone: (704) 705-8773
• Latest filing: 2026-06-24
• Regulatory AUM: $102.2M
• Discretionary AUM: $41.4M
• Non-discretionary AUM: $60.7M
• Clients: 3
• Accounts: 67

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325857 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search