A complete list of active advisors currently associated with Sanctuary Financial Planning, LLC

Warmer can help you find a great advisor at Sanctuary Financial Planning, LLC or one who fits your needs even better.

Sanctuary Financial Planning, LLC advises individuals — including high-net-worth clients — as well as trusts, estates, and charitable organizations, providing comprehensive wealth management, integrated financial planning, and project-based hourly consulting. The firm also offers educational speaking engagements on topics such as financial transitions, couples’ financial intimacy, and women’s financial confidence. The firm’s investment approach is evidence-based and long-term, grounded in Modern Portfolio Theory and implemented with globally diversified mutual funds and ETFs using a mix of index and systematic factor-based strategies. It provides discretionary portfolio management with regular monitoring and rebalancing, incorporates tax-aware techniques such as tax-loss harvesting, and does not offer individual stock selection or cryptocurrency custody as part of its standard service model. Statistically uncommon for its peer group, Sanctuary does not charge percentage-of-assets fees and instead uses a flat annual fee for ongoing comprehensive advice plus an hourly option for consulting, and the firm discloses the use of client testimonials in its advertising. The advisory team brings institutional and advisory experience and holds professional credentials in financial planning and responsible investing, and the firm emphasizes an educational, planning-centered relationship rather than transactional product sales.

To learn more about the advisors currently working at Sanctuary Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jim Charles	Charlotte, NC	27
Sarah Charles	Charlotte, NC	18
Alex Mathews	Charlotte, NC	1

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