Sweetgrass Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,649,380
Clients
25
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$305,975
About
Sweetgrass Financial Planning serves individual clients, some high-net-worth households, and small businesses with a mix of services that include comprehensive financial planning, project-based and hourly engagements, and investment management. The firm provides written financial plans and ongoing advice covering retirement, tax planning, estate considerations, insurance review, employee benefits, and business planning, and, like most independent advisers, charges asset-based fees and does not participate in performance-based or wrap-fee programs.
The firm’s investment approach emphasizes passive portfolio construction—using index mutual funds and ETFs to implement asset-class allocations—while applying fundamental analysis when conducting investment analysis for clients. Unusually for a solo independent adviser, Sweetgrass reports essentially all assets as non-discretionary and requires client authorization before trading, executing orders on an individual-account basis rather than using block trading or discretionary mandates.
Sweetgrass also offers a Quick Start Program and several project-based planning formats intended to educate clients and address a small number of focused questions, reflecting an emphasis on workshops and targeted educational engagements that is less common among peers. The practice is small and closely held, with a single CFP®-certified adviser who also holds Enrolled Agent credentials, which combines financial planning and tax-representation capability for a limited client base.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Quick Start Program fixed fee $500; Project-based financial planning fixed fees $300-$2000, negotiable.
$0 - $25,000: 1.20% $25,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.25% $5,000,001+: 0.15%
$250 to $500 per hour for limited scope financial planning engagements.
Ongoing Comprehensive Financial Planning monthly fee $250-$800 depending on complexity and client needs.
Fee-only: Comprehensive Financial Planning ongoing monthly fee: $250-$800, includes investment management on first $500,000 AUM; additional AUM fees tiered: $500,001-$1,000,000 at 1.00%, $1,000,001-$3,000,000 at 0.9%, $3,000,001-$5,000,000 at 0.75%, $5,000,001-$10,000,000 at 0.5%, $10,000,001+ at 0.15%. Fixed fees for project-based planning range $300-$2000. Quick Start Program fixed fee $500. Hourly fees $250-$500 per hour.
Main office location
Sweetgrass Financial Planning, LLC
Mt. Pleasant SC, United States
Number of offices
1
Most active in
Sweetgrass Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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