# Sanctuary Financial Planning

Sanctuary Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://sanctuaryfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/sarah-k-charles

## Regulatory record

- **CRD number:** 325857
- **SEC file number:** 801-136364
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325857

## About

SANCTUARY FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in CHARLOTTE, NC. The firm manages $102 million in assets, $41 million on a discretionary basis. It has 3 employees and 2 investment advisers.

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Last updated: 2026-07-06T01:24:25.008Z

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