SANCTUARY FINANCIAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$102,173,006
Discretionary
$41,426,897
Non-discretionary
$60,746,109
Firm details
- CRD number
- 325857
- SEC file number
- 801-136364
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.sanctuaryfp.com/
- Fee structure
-
Hourly Fixed fees
As of October 2026.