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 advises individuals, high‑net‑worth clients, trusts, and estates, providing comprehensive wealth management that integrates financial planning and investment management. The firm also offers hourly financial planning and educational speaking engagements for organizations as part of its client services. Operating as a fee‑only fiduciary, Sanctuary charges a single flat annual fee rather than percentage‑of‑AUM fees and explicitly states it does not receive commissions or third‑party compensation. Investment management emphasizes long‑term, evidence‑based portfolio construction—using broadly diversified mutual funds and ETFs with both index and systematic factor‑based approaches—along with tax‑aware techniques; the firm does not provide individual stock selection or cryptocurrency custody. Distinctive features include the firm’s flat‑fee business model (an uncommon approach among peers) and disclosure that it uses client testimonials in its advertising, which the firm pairs with public outreach through speaking engagements. The practice is a small team serving a limited number of clients with a mix of discretionary and non‑discretionary assets, and its senior staff hold professional credentials in financial planning, responsible investing, and investment analysis.

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.